Perennial Advisors, LLC V Holdings History

Number of Shares
37,022.00
Current Holdings Value*
$13.14 Mil
% of Portfolio
2.44%
Total Estimate Gain
$8.12 Mil
% of Total Estimate Gain
133.25%

Perennial Advisors, LLC's Visa Inc Holding Summary

As of 2025-06-30, Perennial Advisors, LLC held 37,022.00 shares of Visa Inc(V), totaling $13.14 Mil. This investment constitutes 2.44% of their stock portfolio, and Perennial Advisors, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q2. And since then Perennial Advisors, LLC has made 18 purchases of V, at an average price of $148.10, for a total of 41,126.00 shares. In addition, there have been 9 sales at an average price of $256.48 for 4,104.00 shares. Based on historical transaction data and V's current price of $355.29, Perennial Advisors, LLC's estimated gain on his V holdings is $8.12 Mil, reflecting a 133.25% gain to date.

Perennial Advisors, LLC V ($355.29) Holding Chart

Perennial Advisors, 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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