SUMMITRY LLC V Holdings History

Number of Shares
233,045.00
Current Holdings Value*
$81.67 Mil
% of Portfolio
4.13%
Total Estimate Gain
$62.49 Mil
% of Total Estimate Gain
85.65%

SUMMITRY LLC's Visa Inc Holding Summary

As of 2025-03-31, SUMMITRY LLC held 233,045.00 shares of Visa Inc(V), totaling $81.67 Mil. This investment constitutes 4.13% of their stock portfolio, and SUMMITRY LLC now holds 0.01% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q2. And since then SUMMITRY LLC has made 13 purchases of V, at an average price of $161.09, for a total of 452,896.00 shares. In addition, there have been 15 sales at an average price of $248.26 for 219,851.00 shares. Based on historical transaction data and V's current price of $347.02, SUMMITRY LLC's estimated gain on his V holdings is $62.49 Mil, reflecting a 85.65% gain to date.

SUMMITRY LLC V ($347.02) Holding Chart

SUMMITRY LLC V ($347.02) 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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