FORBES J M & CO LLP V Holdings History
Number of Shares
65,835.00
Current Holdings Value*
$23.07 Mil
% of Portfolio
2.23%
Total Estimate Gain
$23.32 Mil
% of Total Estimate Gain
170.03%
FORBES J M & CO LLP's Visa Inc Holding Summary
As of 2025-03-31, FORBES J M & CO LLP held 65,835.00 shares of Visa Inc(V), totaling $23.07 Mil. This investment constitutes 2.23% of their stock portfolio, and FORBES J M & CO LLP now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2015Q1. And since then FORBES J M & CO LLP has made 16 purchases of V, at an average price of $95.56, for a total of 143,545.00 shares. In addition, there have been 15 sales at an average price of $180.22 for 77,710.00 shares. Based on historical transaction data and V's current price of $349.90, FORBES J M & CO LLP's estimated gain on his V holdings is $23.32 Mil, reflecting a 170.03% gain to date.
FORBES J M & CO LLP V ($349.90) Holding Chart
FORBES J M & CO LLP V ($349.90) 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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