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
$233.43 Mil
% of Total Estimate Gain
420.32%

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 $355.18, WELCH & FORBES LLC's estimated gain on his V holdings is $233.43 Mil, reflecting a 420.32% gain to date.

WELCH & FORBES LLC V ($355.18) Holding Chart

WELCH & FORBES LLC V ($355.18) 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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