Number of Shares
11,211.00
Current Holdings Value*
$3.98 Mil
% of Portfolio
3.74%
Total Estimate Gain
$153,635.34
% of Total Estimate Gain
2.03%

SURIENCE PRIVATE WEALTH LLC's Visa Inc Holding Summary

As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held 11,211.00 shares of Visa Inc(V), totaling $3.98 Mil. This investment constitutes 3.74% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2023Q3. And since then SURIENCE PRIVATE WEALTH LLC has made 2 purchases of V, at an average price of $286.21, for a total of 26,466.00 shares. In addition, there have been 1 sales at an average price of $246.48 for 15,255.00 shares. Based on historical transaction data and V's current price of $353.97, SURIENCE PRIVATE WEALTH LLC's estimated gain on his V holdings is $153,635.34, reflecting a 2.03% gain to date.

SURIENCE PRIVATE WEALTH LLC V ($353.97) Holding Chart

SURIENCE PRIVATE WEALTH LLC V ($353.97) 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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