Number of Shares
14,666.00
Current Holdings Value*
$5.14 Mil
% of Portfolio
1.96%
Total Estimate Gain
$1.75 Mil
% of Total Estimate Gain
43.94%

Joseph Group Capital Management's Visa Inc Holding Summary

As of 2025-03-31, Joseph Group Capital Management held 14,666.00 shares of Visa Inc(V), totaling $5.14 Mil. This investment constitutes 1.96% of their stock portfolio, and Joseph Group Capital Management now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2021Q4. And since then Joseph Group Capital Management has made 10 purchases of V, at an average price of $243.92, for a total of 16,337.00 shares. In addition, there have been 3 sales at an average price of $302.42 for 1,671.00 shares. Based on historical transaction data and V's current price of $356.64, Joseph Group Capital Management's estimated gain on his V holdings is $1.75 Mil, reflecting a 43.94% gain to date.

Joseph Group Capital Management V ($356.64) Holding Chart

Joseph Group Capital Management V ($356.64) 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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