Portside Wealth Group, LLC V Holdings History
Portside Wealth Group, LLC's Visa Inc Holding Summary
As of 2025-03-31, Portside Wealth Group, LLC held 35,481.00 shares of Visa Inc(V), totaling $12.43 Mil. This investment constitutes 2.03% of their stock portfolio, and Portside Wealth Group, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2023Q2. And since then Portside Wealth Group, LLC has made 4 purchases of V, at an average price of $234.19, for a total of 38,685.00 shares. In addition, there have been 3 sales at an average price of $260.42 for 3,204.00 shares. Based on historical transaction data and V's current price of $346.03, Portside Wealth Group, LLC's estimated gain on his V holdings is $4.05 Mil, reflecting a 44.73% gain to date.
Portside Wealth Group, LLC V ($346.03) Holding Chart
Portside Wealth Group, LLC V ($346.03) 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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