Number of Shares
11,811.00
Current Holdings Value*
$4.19 Mil
% of Portfolio
2.56%
Total Estimate Gain
$1.46 Mil
% of Total Estimate Gain
53.09%

TILIA FIDUCIARY PARTNERS, INC.'s Visa Inc Holding Summary

As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held 11,811.00 shares of Visa Inc(V), totaling $4.19 Mil. This investment constitutes 2.56% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 13 purchases of V, at an average price of $228.23, for a total of 12,040.00 shares. In addition, there have been 1 sales at an average price of $222.58 for 229.00 shares. Based on historical transaction data and V's current price of $351.86, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his V holdings is $1.46 Mil, reflecting a 53.09% gain to date.

TILIA FIDUCIARY PARTNERS, INC. V ($351.86) Holding Chart

TILIA FIDUCIARY PARTNERS, INC. V ($351.86) 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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