Number of Shares
7,015.00
Current Holdings Value*
$2.46 Mil
% of Portfolio
1.84%
Total Estimate Gain
$704,053.17
% of Total Estimate Gain
40.54%

PATRICK M SWEENEY & ASSOCIATES, INC's Visa Inc Holding Summary

As of 2025-03-31, PATRICK M SWEENEY & ASSOCIATES, INC held 7,015.00 shares of Visa Inc(V), totaling $2.46 Mil. This investment constitutes 1.84% of their stock portfolio, and PATRICK M SWEENEY & ASSOCIATES, INC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2023Q4. And since then PATRICK M SWEENEY & ASSOCIATES, INC has made 3 purchases of V, at an average price of $247.57, for a total of 7,015.00 shares. Based on historical transaction data and V's current price of $347.93, PATRICK M SWEENEY & ASSOCIATES, INC's estimated gain on his V holdings is $704,053.17, reflecting a 40.54% gain to date.

PATRICK M SWEENEY & ASSOCIATES, INC V ($347.93) Holding Chart

PATRICK M SWEENEY & ASSOCIATES, INC V ($347.93) 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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