Number of Shares
62,989.00
Current Holdings Value*
$22.08 Mil
% of Portfolio
2.35%
Total Estimate Gain
$8.68 Mil
% of Total Estimate Gain
62.71%

W.G. Shaheen & Associates DBA Whitney & Co's Visa Inc Holding Summary

As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 62,989.00 shares of Visa Inc(V), totaling $22.08 Mil. This investment constitutes 2.35% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q3. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 14 purchases of V, at an average price of $216.76, for a total of 63,829.00 shares. In addition, there have been 2 sales at an average price of $157.93 for 840.00 shares. Based on historical transaction data and V's current price of $355.29, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his V holdings is $8.68 Mil, reflecting a 62.71% gain to date.

W.G. Shaheen & Associates DBA Whitney & Co V ($355.29) Holding Chart

W.G. Shaheen & Associates DBA Whitney & Co 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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