MONTAG & CALDWELL, LLC V Holdings History

Number of Shares
56,742.00
Current Holdings Value*
$19.89 Mil
% of Portfolio
4.61%
Total Estimate Gain
$329.63 Mil
% of Total Estimate Gain
96.19%

MONTAG & CALDWELL, LLC's Visa Inc Holding Summary

As of 2025-03-31, MONTAG & CALDWELL, LLC held 56,742.00 shares of Visa Inc(V), totaling $19.89 Mil. This investment constitutes 4.61% of their stock portfolio, and MONTAG & CALDWELL, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2014Q1. And since then MONTAG & CALDWELL, LLC has made 3 purchases of V, at an average price of $55.23, for a total of 6.21 Mil shares. In addition, there have been 22 sales at an average price of $106.07 for 6.15 Mil shares. Based on historical transaction data and V's current price of $355.29, MONTAG & CALDWELL, LLC's estimated gain on his V holdings is $329.63 Mil, reflecting a 96.19% gain to date.

MONTAG & CALDWELL, LLC V ($355.29) Holding Chart

MONTAG & CALDWELL, LLC V ($355.29) 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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