TRITONPOINT WEALTH, LLC V Holdings History

Number of Shares
61,561.00
Current Holdings Value*
$21.86 Mil
% of Portfolio
2.02%
Total Estimate Gain
$6.61 Mil
% of Total Estimate Gain
40.08%

TRITONPOINT WEALTH, LLC's Visa Inc Holding Summary

As of 2025-06-30, TRITONPOINT WEALTH, LLC held 61,561.00 shares of Visa Inc(V), totaling $21.86 Mil. This investment constitutes 2.02% of their stock portfolio, and TRITONPOINT WEALTH, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2023Q4. And since then TRITONPOINT WEALTH, LLC has made 2 purchases of V, at an average price of $247.92, for a total of 66,532.00 shares. In addition, there have been 4 sales at an average price of $325.50 for 4,971.00 shares. Based on historical transaction data and V's current price of $349.05, TRITONPOINT WEALTH, LLC's estimated gain on his V holdings is $6.61 Mil, reflecting a 40.08% gain to date.

TRITONPOINT WEALTH, LLC V ($349.05) Holding Chart

TRITONPOINT WEALTH, 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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