Number of Shares
8,588.00
Current Holdings Value*
$3.01 Mil
% of Portfolio
1.5%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
43.59%

Retirement Planning Co of New England, Inc.'s Visa Inc Holding Summary

As of 2025-03-31, Retirement Planning Co of New England, Inc. held 8,588.00 shares of Visa Inc(V), totaling $3.01 Mil. This investment constitutes 1.5% of their stock portfolio, and Retirement Planning Co of New England, Inc. now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2021Q4. And since then Retirement Planning Co of New England, Inc. has made 6 purchases of V, at an average price of $222.50, for a total of 13,073.00 shares. In addition, there have been 7 sales at an average price of $265.05 for 4,485.00 shares. Based on historical transaction data and V's current price of $347.93, Retirement Planning Co of New England, Inc.'s estimated gain on his V holdings is $1.27 Mil, reflecting a 43.59% gain to date.

Retirement Planning Co of New England, Inc. V ($347.93) Holding Chart

Retirement Planning Co of New England, Inc. V ($347.93) 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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