Rockline Wealth Management, LLC V Holdings History
Rockline Wealth Management, LLC's Visa Inc Holding Summary
As of 2025-03-31, Rockline Wealth Management, LLC held 26,153.00 shares of Visa Inc(V), totaling $9.17 Mil. This investment constitutes 2.55% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 5 purchases of V, at an average price of $258.03, for a total of 26,153.00 shares. Based on historical transaction data and V's current price of $350.94, Rockline Wealth Management, LLC's estimated gain on his V holdings is $2.43 Mil, reflecting a 36.01% gain to date.
Rockline Wealth Management, LLC V ($350.94) Holding Chart
Rockline Wealth Management, LLC V ($350.94) 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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