TCFG WEALTH MANAGEMENT, LLC V Holdings History
Number of Shares
9,478.00
Current Holdings Value*
$3.32 Mil
% of Portfolio
1.67%
Total Estimate Gain
$747,414.41
% of Total Estimate Gain
29.06%
TCFG WEALTH MANAGEMENT, LLC's Visa Inc Holding Summary
As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held 9,478.00 shares of Visa Inc(V), totaling $3.32 Mil. This investment constitutes 1.67% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $314.54 for 36.00 shares. Based on historical transaction data and V's current price of $349.05, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his V holdings is $747,414.41, reflecting a 29.06% gain to date.
TCFG WEALTH MANAGEMENT, LLC V ($349.05) Holding Chart
TCFG WEALTH MANAGEMENT, LLC 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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