Number of Shares
350,035.00
Current Holdings Value*
$124.28 Mil
% of Portfolio
3.12%
Total Estimate Gain
$48.16 Mil
% of Total Estimate Gain
62.75%

Stonegate Investment Group, LLC's Visa Inc Holding Summary

As of 2025-06-30, Stonegate Investment Group, LLC held 350,035.00 shares of Visa Inc(V), totaling $124.28 Mil. This investment constitutes 3.12% of their stock portfolio, and Stonegate Investment Group, LLC now holds 0.02% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2021Q4. And since then Stonegate Investment Group, LLC has made 12 purchases of V, at an average price of $217.87, for a total of 352,311.00 shares. In addition, there have been 2 sales at an average price of $244.25 for 2,276.00 shares. Based on historical transaction data and V's current price of $355.29, Stonegate Investment Group, LLC's estimated gain on his V holdings is $48.16 Mil, reflecting a 62.75% gain to date.

Stonegate Investment Group, LLC V ($355.29) Holding Chart

Stonegate Investment Group, LLC V ($355.29) 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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