Number of Shares
52,072.00
Current Holdings Value*
$18.25 Mil
% of Portfolio
4.35%
Total Estimate Gain
$15.44 Mil
% of Total Estimate Gain
105.21%

WHALEROCK POINT PARTNERS, LLC's Visa Inc Holding Summary

As of 2025-03-31, WHALEROCK POINT PARTNERS, LLC held 52,072.00 shares of Visa Inc(V), totaling $18.25 Mil. This investment constitutes 4.35% of their stock portfolio, and WHALEROCK POINT PARTNERS, LLC now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2014Q1. And since then WHALEROCK POINT PARTNERS, LLC has made 30 purchases of V, at an average price of $123.39, for a total of 118,980.00 shares. In addition, there have been 6 sales at an average price of $178.01 for 66,908.00 shares. Based on historical transaction data and V's current price of $349.81, WHALEROCK POINT PARTNERS, LLC's estimated gain on his V holdings is $15.44 Mil, reflecting a 105.21% gain to date.

WHALEROCK POINT PARTNERS, LLC V ($349.81) Holding Chart

WHALEROCK POINT PARTNERS, LLC V ($349.81) 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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