Number of Shares
65,833.00
Current Holdings Value*
$23.07 Mil
% of Portfolio
1.56%
Total Estimate Gain
$13.35 Mil
% of Total Estimate Gain
126.25%

Segment Wealth Management, LLC's Visa Inc Holding Summary

As of 2025-03-31, Segment Wealth Management, LLC held 65,833.00 shares of Visa Inc(V), totaling $23.07 Mil. This investment constitutes 1.56% of their stock portfolio, and Segment Wealth Management, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2017Q1. And since then Segment Wealth Management, LLC has made 26 purchases of V, at an average price of $154.77, for a total of 68,327.00 shares. In addition, there have been 3 sales at an average price of $209.96 for 2,494.00 shares. Based on historical transaction data and V's current price of $355.47, Segment Wealth Management, LLC's estimated gain on his V holdings is $13.35 Mil, reflecting a 126.25% gain to date.

Segment Wealth Management, LLC V ($355.47) Holding Chart

Segment Wealth Management, LLC V ($355.47) 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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