SVA Plumb Wealth Management, LLC V Holdings History
SVA Plumb Wealth Management, LLC's Visa Inc Holding Summary
As of 2020-12-31, SVA Plumb Wealth Management, LLC held 73,414.00 shares of Visa Inc(V), totaling $16.06 Mil. This investment constitutes 1.49% of their stock portfolio, and SVA Plumb Wealth Management, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2014Q1. And since then SVA Plumb Wealth Management, LLC has made 11 purchases of V, at an average price of $75.59, for a total of 109,808.00 shares. In addition, there have been 8 sales at an average price of $175.62 for 36,394.00 shares. Based on historical transaction data and V's current price of $347.93, SVA Plumb Wealth Management, LLC's estimated gain on his V holdings is $23.63 Mil, reflecting a 284.74% gain to date.
SVA Plumb Wealth Management, LLC V ($347.93) Holding Chart
SVA Plumb Wealth Management, LLC 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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