WELCH & FORBES LLC V Holdings History
Number of Shares
738,002.00
Current Holdings Value*
$258.64 Mil
% of Portfolio
3.38%
Total Estimate Gain
$230.98 Mil
% of Total Estimate Gain
415.91%
WELCH & FORBES LLC's Visa Inc Holding Summary
As of 2025-03-31, WELCH & FORBES LLC held 738,002.00 shares of Visa Inc(V), totaling $258.64 Mil. This investment constitutes 3.38% of their stock portfolio, and WELCH & FORBES LLC now holds 0.04% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2013Q4. And since then WELCH & FORBES LLC has made 13 purchases of V, at an average price of $63.11, for a total of 880,029.00 shares. In addition, there have been 25 sales at an average price of $189.02 for 142,027.00 shares. Based on historical transaction data and V's current price of $351.86, WELCH & FORBES LLC's estimated gain on his V holdings is $230.98 Mil, reflecting a 415.91% gain to date.
WELCH & FORBES LLC V ($351.86) Holding Chart
WELCH & FORBES LLC 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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