Number of Shares
28,158.00
Current Holdings Value*
$9.87 Mil
% of Portfolio
2.88%
Total Estimate Gain
$4.08 Mil
% of Total Estimate Gain
66.97%

Lorne Steinberg Wealth Management Inc.'s Visa Inc Holding Summary

As of 2025-03-31, Lorne Steinberg Wealth Management Inc. held 28,158.00 shares of Visa Inc(V), totaling $9.87 Mil. This investment constitutes 2.88% of their stock portfolio, and Lorne Steinberg Wealth Management Inc. now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2020Q4. And since then Lorne Steinberg Wealth Management Inc. has made 10 purchases of V, at an average price of $208.69, for a total of 29,220.00 shares. In addition, there have been 7 sales at an average price of $258.22 for 1,062.00 shares. Based on historical transaction data and V's current price of $351.86, Lorne Steinberg Wealth Management Inc.'s estimated gain on his V holdings is $4.08 Mil, reflecting a 66.97% gain to date.

Lorne Steinberg Wealth Management Inc. V ($351.86) Holding Chart

Lorne Steinberg Wealth Management Inc. V ($351.86) 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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