Schrum Private Wealth Management LLC V Holdings History
Schrum Private Wealth Management LLC's Visa Inc Holding Summary
As of 2025-06-30, Schrum Private Wealth Management LLC held 6,815.00 shares of Visa Inc(V), totaling $2.42 Mil. This investment constitutes 1.94% of their stock portfolio, and Schrum Private Wealth Management LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2021Q4. And since then Schrum Private Wealth Management LLC has made 3 purchases of V, at an average price of $258.74, for a total of 19,258.00 shares. In addition, there have been 3 sales at an average price of $257.64 for 12,443.00 shares. Based on historical transaction data and V's current price of $353.97, Schrum Private Wealth Management LLC's estimated gain on his V holdings is $635,282.26, reflecting a 12.75% gain to date.
Schrum Private Wealth Management LLC V ($353.97) Holding Chart
Schrum Private Wealth Management 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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