Number of Shares
14,105.00
Current Holdings Value*
$4.46 Mil
% of Portfolio
0.89%
Total Estimate Gain
$3.06 Mil
% of Total Estimate Gain
40.63%

DORCHESTER WEALTH MANAGEMENT Co's Visa Inc Holding Summary

As of 2024-12-31, DORCHESTER WEALTH MANAGEMENT Co held 14,105.00 shares of Visa Inc(V), totaling $4.46 Mil. This investment constitutes 0.89% of their stock portfolio, and DORCHESTER WEALTH MANAGEMENT Co now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q3. And since then DORCHESTER WEALTH MANAGEMENT Co has made 9 purchases of V, at an average price of $193.06, for a total of 38,958.00 shares. In addition, there have been 16 sales at an average price of $227.82 for 24,853.00 shares. Based on historical transaction data and V's current price of $348.46, DORCHESTER WEALTH MANAGEMENT Co's estimated gain on his V holdings is $3.06 Mil, reflecting a 40.63% gain to date.

DORCHESTER WEALTH MANAGEMENT Co V ($348.46) Holding Chart

DORCHESTER WEALTH MANAGEMENT Co V ($348.46) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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