HFR Wealth Management, LLC V Holdings History
HFR Wealth Management, LLC's Visa Inc Holding Summary
As of 2025-03-31, HFR Wealth Management, LLC held 45,830.00 shares of Visa Inc(V), totaling $16.06 Mil. This investment constitutes 3.91% of their stock portfolio, and HFR Wealth Management, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2021Q2. And since then HFR Wealth Management, LLC has made 9 purchases of V, at an average price of $228.34, for a total of 49,227.00 shares. In addition, there have been 6 sales at an average price of $235.29 for 3,397.00 shares. Based on historical transaction data and V's current price of $349.05, HFR Wealth Management, LLC's estimated gain on his V holdings is $5.56 Mil, reflecting a 49.42% gain to date.
HFR Wealth Management, LLC V ($349.05) Holding Chart
HFR Wealth 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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