Number of Shares
19,743.00
Current Holdings Value*
$6.92 Mil
% of Portfolio
2.9%
Total Estimate Gain
$2.04 Mil
% of Total Estimate Gain
39.44%

HARMONY ASSET MANAGEMENT LLC's Visa Inc Holding Summary

As of 2025-03-31, HARMONY ASSET MANAGEMENT LLC held 19,743.00 shares of Visa Inc(V), totaling $6.92 Mil. This investment constitutes 2.9% of their stock portfolio, and HARMONY ASSET MANAGEMENT LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2023Q4. And since then HARMONY ASSET MANAGEMENT LLC has made 2 purchases of V, at an average price of $247.46, for a total of 20,857.00 shares. In addition, there have been 2 sales at an average price of $274.46 for 1,114.00 shares. Based on historical transaction data and V's current price of $349.05, HARMONY ASSET MANAGEMENT LLC's estimated gain on his V holdings is $2.04 Mil, reflecting a 39.44% gain to date.

HARMONY ASSET MANAGEMENT LLC V ($349.05) Holding Chart

HARMONY ASSET MANAGEMENT LLC V ($349.05) 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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