Number of Shares
22,119.00
Current Holdings Value*
$7.75 Mil
% of Portfolio
2.4%
Total Estimate Gain
$2.80 Mil
% of Total Estimate Gain
56.63%

Peterson Wealth Services's Visa Inc Holding Summary

As of 2025-03-31, Peterson Wealth Services held 22,119.00 shares of Visa Inc(V), totaling $7.75 Mil. This investment constitutes 2.4% of their stock portfolio, and Peterson Wealth Services now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2021Q4. And since then Peterson Wealth Services has made 13 purchases of V, at an average price of $223.34, for a total of 22,119.00 shares. Based on historical transaction data and V's current price of $349.81, Peterson Wealth Services's estimated gain on his V holdings is $2.80 Mil, reflecting a 56.63% gain to date.

Peterson Wealth Services V ($349.81) Holding Chart

Peterson Wealth Services V ($349.81) 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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