Number of Shares
4,724.00
Current Holdings Value*
$1.68 Mil
% of Portfolio
0.7%
Total Estimate Gain
$301,689.10
% of Total Estimate Gain
21.85%

Trueblood Wealth Management, LLC's Visa Inc Holding Summary

As of 2025-06-30, Trueblood Wealth Management, LLC held 4,724.00 shares of Visa Inc(V), totaling $1.68 Mil. This investment constitutes 0.7% of their stock portfolio, and Trueblood Wealth Management, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2023Q4. And since then Trueblood Wealth Management, LLC has made 5 purchases of V, at an average price of $291.46, for a total of 4,738.00 shares. In addition, there have been 1 sales at an average price of $301.07 for 14.00 shares. Based on historical transaction data and V's current price of $355.29, Trueblood Wealth Management, LLC's estimated gain on his V holdings is $301,689.10, reflecting a 21.85% gain to date.

Trueblood Wealth Management, LLC V ($355.29) Holding Chart

Trueblood Wealth Management, 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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