Synergy Asset Management, LLC V Holdings History
Synergy Asset Management, LLC's Visa Inc Holding Summary
As of 2025-03-31, Synergy Asset Management, LLC held 668.00 shares of Visa Inc(V), totaling $234,110.00. This investment constitutes 0.03% of their stock portfolio, and Synergy Asset Management, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2020Q4. And since then Synergy Asset Management, LLC has made 7 purchases of V, at an average price of $240.80, for a total of 186,204.00 shares. In addition, there have been 10 sales at an average price of $270.59 for 185,536.00 shares. Based on historical transaction data and V's current price of $347.02, Synergy Asset Management, LLC's estimated gain on his V holdings is $5.60 Mil, reflecting a 12.48% gain to date.
Synergy Asset Management, LLC V ($347.02) Holding Chart
Synergy Asset Management, LLC V ($347.02) 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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