WEALTH ADVISORS, INC. V Holdings History
Number of Shares
34,868.00
Current Holdings Value*
$8.02 Mil
% of Portfolio
3.59%
Total Estimate Gain
$6.00 Mil
% of Total Estimate Gain
84.40%
WEALTH ADVISORS, INC.'s Visa Inc Holding Summary
As of 2023-09-30, WEALTH ADVISORS, INC. held 34,868.00 shares of Visa Inc(V), totaling $8.02 Mil. This investment constitutes 3.59% of their stock portfolio, and WEALTH ADVISORS, INC. now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2019Q4. And since then WEALTH ADVISORS, INC. has made 3 purchases of V, at an average price of $180.56, for a total of 39,375.00 shares. In addition, there have been 8 sales at an average price of $217.12 for 4,507.00 shares. Based on historical transaction data and V's current price of $347.93, WEALTH ADVISORS, INC.'s estimated gain on his V holdings is $6.00 Mil, reflecting a 84.40% gain to date.
WEALTH ADVISORS, INC. V ($347.93) Holding Chart
WEALTH ADVISORS, INC. V ($347.93) 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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