Number of Shares
115,053.00
Current Holdings Value*
$40.85 Mil
% of Portfolio
2.36%
Total Estimate Gain
$23.08 Mil
% of Total Estimate Gain
89.03%

Smith Salley Wealth Management's Visa Inc Holding Summary

As of 2025-06-30, Smith Salley Wealth Management held 115,053.00 shares of Visa Inc(V), totaling $40.85 Mil. This investment constitutes 2.36% of their stock portfolio, and Smith Salley Wealth Management now holds 0.01% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q2. And since then Smith Salley Wealth Management has made 26 purchases of V, at an average price of $175.72, for a total of 147,501.00 shares. In addition, there have been 3 sales at an average price of $272.33 for 32,448.00 shares. Based on historical transaction data and V's current price of $349.05, Smith Salley Wealth Management's estimated gain on his V holdings is $23.08 Mil, reflecting a 89.03% gain to date.

Smith Salley Wealth Management V ($349.05) Holding Chart

Smith Salley Wealth Management V ($349.05) 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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