Sage Investment Advisers LLC V Holdings History
Number of Shares
19,990.00
Current Holdings Value*
$5.50 Mil
% of Portfolio
5.76%
Total Estimate Gain
$2.87 Mil
% of Total Estimate Gain
50.87%
Sage Investment Advisers LLC's Visa Inc Holding Summary
As of 2024-09-30, Sage Investment Advisers LLC held 19,990.00 shares of Visa Inc(V), totaling $5.50 Mil. This investment constitutes 5.76% of their stock portfolio, and Sage Investment Advisers LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2021Q4. In addition, there have been 10 sales at an average price of $251.32 for 6,318.00 shares. Based on historical transaction data and V's current price of $346.03, Sage Investment Advisers LLC's estimated gain on his V holdings is $2.87 Mil, reflecting a 50.87% gain to date.
Sage Investment Advisers LLC V ($346.03) Holding Chart
Sage Investment Advisers LLC V ($346.03) 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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