Legacy Trust V Holdings History

Number of Shares
37,037.00
Current Holdings Value*
$12.98 Mil
% of Portfolio
3.13%
Total Estimate Gain
$5.67 Mil
% of Total Estimate Gain
68.64%

Legacy Trust's Visa Inc Holding Summary

As of 2025-03-31, Legacy Trust held 37,037.00 shares of Visa Inc(V), totaling $12.98 Mil. This investment constitutes 3.13% of their stock portfolio, and Legacy Trust now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2022Q4. And since then Legacy Trust has made 4 purchases of V, at an average price of $202.84, for a total of 40,725.00 shares. In addition, there have been 5 sales at an average price of $278.91 for 3,688.00 shares. Based on historical transaction data and V's current price of $348.35, Legacy Trust's estimated gain on his V holdings is $5.67 Mil, reflecting a 68.64% gain to date.

Legacy Trust V ($348.35) Holding Chart

Legacy Trust V ($348.35) 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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