Number of Shares
161,068.00
Current Holdings Value*
$57.19 Mil
% of Portfolio
3.21%
Total Estimate Gain
$25.97 Mil
% of Total Estimate Gain
76.16%

SMITH CHAS P & ASSOCIATES PA CPAS's Visa Inc Holding Summary

As of 2025-06-30, SMITH CHAS P & ASSOCIATES PA CPAS held 161,068.00 shares of Visa Inc(V), totaling $57.19 Mil. This investment constitutes 3.21% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0.01% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2015Q4. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 20 purchases of V, at an average price of $194.41, for a total of 175,419.00 shares. In addition, there have been 9 sales at an average price of $282.67 for 14,351.00 shares. Based on historical transaction data and V's current price of $347.81, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his V holdings is $25.97 Mil, reflecting a 76.16% gain to date.

SMITH CHAS P & ASSOCIATES PA CPAS V ($347.81) Holding Chart

SMITH CHAS P & ASSOCIATES PA CPAS V ($347.81) 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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