Number of Shares
1,242.00
Current Holdings Value*
$198,000.00
% of Portfolio
0.96%
Total Estimate Gain
$207,070.73
% of Total Estimate Gain
86.08%

Ocean Endowment Partners, LLC's Visa Inc Holding Summary

As of 2021-09-30, Ocean Endowment Partners, LLC held 1,242.00 shares of Visa Inc(V), totaling $198,000.00. This investment constitutes 0.96% of their stock portfolio, and Ocean Endowment Partners, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2020Q2. And since then Ocean Endowment Partners, LLC has made 4 purchases of V, at an average price of $187.94, for a total of 1,280.00 shares. In addition, there have been 1 sales at an average price of $210.49 for 38.00 shares. Based on historical transaction data and V's current price of $353.97, Ocean Endowment Partners, LLC's estimated gain on his V holdings is $207,070.73, reflecting a 86.08% gain to date.

Ocean Endowment Partners, LLC V ($353.97) Holding Chart

Ocean Endowment 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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