Number of Shares
21,426.00
Current Holdings Value*
$7.61 Mil
% of Portfolio
2.83%
Total Estimate Gain
$3.28 Mil
% of Total Estimate Gain
47.52%

RBA Wealth Management, LLC's Visa Inc Holding Summary

As of 2025-06-30, RBA Wealth Management, LLC held 21,426.00 shares of Visa Inc(V), totaling $7.61 Mil. This investment constitutes 2.83% of their stock portfolio, and RBA Wealth Management, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2019Q1. And since then RBA Wealth Management, LLC has made 21 purchases of V, at an average price of $204.16, for a total of 33,853.00 shares. In addition, there have been 2 sales at an average price of $218.61 for 12,427.00 shares. Based on historical transaction data and V's current price of $349.05, RBA Wealth Management, LLC's estimated gain on his V holdings is $3.28 Mil, reflecting a 47.52% gain to date.

RBA Wealth Management, LLC V ($349.05) Holding Chart

RBA Wealth Management, LLC V ($349.05) 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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