WORMSER FRERES GESTION V Holdings History
Number of Shares
35,950.00
Current Holdings Value*
$12.37 Mil
% of Portfolio
7.57%
Total Estimate Gain
$3.50 Mil
% of Total Estimate Gain
38.36%
WORMSER FRERES GESTION's Visa Inc Holding Summary
As of 2025-03-31, WORMSER FRERES GESTION held 35,950.00 shares of Visa Inc(V), totaling $12.37 Mil. This investment constitutes 7.57% of their stock portfolio, and WORMSER FRERES GESTION now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2023Q4. And since then WORMSER FRERES GESTION has made 4 purchases of V, at an average price of $251.08, for a total of 36,362.00 shares. In addition, there have been 1 sales at an average price of $301.07 for 412.00 shares. Based on historical transaction data and V's current price of $347.93, WORMSER FRERES GESTION's estimated gain on his V holdings is $3.50 Mil, reflecting a 38.36% gain to date.
WORMSER FRERES GESTION V ($347.93) Holding Chart
WORMSER FRERES GESTION 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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