Kovitz Investment Group Partners, LLC V Holdings History
Kovitz Investment Group Partners, LLC's Visa Inc Holding Summary
As of 2025-03-31, Kovitz Investment Group Partners, LLC held 620,160.00 shares of Visa Inc(V), totaling $217.34 Mil. This investment constitutes 1.09% of their stock portfolio, and Kovitz Investment Group Partners, LLC now holds 0.03% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2018Q2. And since then Kovitz Investment Group Partners, LLC has made 19 purchases of V, at an average price of $273.55, for a total of 2.60 Mil shares. In addition, there have been 9 sales at an average price of $325.45 for 1.98 Mil shares. Based on historical transaction data and V's current price of $353.97, Kovitz Investment Group Partners, LLC's estimated gain on his V holdings is $152.76 Mil, reflecting a 21.46% gain to date.
Kovitz Investment Group Partners, LLC V ($353.97) Holding Chart
Kovitz Investment Group Partners, LLC V ($353.97) 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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