Private Wealth Partners, LLC V Holdings History
Private Wealth Partners, LLC's Visa Inc Holding Summary
As of 2025-03-31, Private Wealth Partners, LLC held 159,157.00 shares of Visa Inc(V), totaling $55.78 Mil. This investment constitutes 4.62% of their stock portfolio, and Private Wealth Partners, LLC now holds 0.01% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2014Q3. And since then Private Wealth Partners, LLC has made 15 purchases of V, at an average price of $100.50, for a total of 269,643.00 shares. In addition, there have been 20 sales at an average price of $224.13 for 110,486.00 shares. Based on historical transaction data and V's current price of $355.01, Private Wealth Partners, LLC's estimated gain on his V holdings is $54.17 Mil, reflecting a 199.89% gain to date.
Private Wealth Partners, LLC V ($355.01) Holding Chart
Private Wealth Partners, LLC V ($355.01) 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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