Smith Salley Wealth Management V Holdings History
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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