Number of Shares
56,953.00
Current Holdings Value*
$19.96 Mil
% of Portfolio
1.92%
Total Estimate Gain
$9.09 Mil
% of Total Estimate Gain
60.24%

Marks Group Wealth Management, Inc's Visa Inc Holding Summary

As of 2025-03-31, Marks Group Wealth Management, Inc held 56,953.00 shares of Visa Inc(V), totaling $19.96 Mil. This investment constitutes 1.92% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2019Q4. And since then Marks Group Wealth Management, Inc has made 16 purchases of V, at an average price of $201.06, for a total of 75,022.00 shares. In addition, there have been 5 sales at an average price of $213.53 for 18,069.00 shares. Based on historical transaction data and V's current price of $356.64, Marks Group Wealth Management, Inc's estimated gain on his V holdings is $9.09 Mil, reflecting a 60.24% gain to date.

Marks Group Wealth Management, Inc V ($356.64) Holding Chart

Marks Group Wealth Management, Inc 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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