Number of Shares
1.45 Mil
Current Holdings Value*
$252.12 Mil
% of Portfolio
5.26%
Total Estimate Gain
$322.79 Mil
% of Total Estimate Gain
166.04%

Williams Jones & Associates LLC's Visa Inc Holding Summary

As of 2019-06-30, Williams Jones & Associates LLC held 1.45 Mil shares of Visa Inc(V), totaling $252.12 Mil. This investment constitutes 5.26% of their stock portfolio, and Williams Jones & Associates LLC now holds 0.07% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2014Q1. And since then Williams Jones & Associates LLC has made 6 purchases of V, at an average price of $127.78, for a total of 1.52 Mil shares. In addition, there have been 5 sales at an average price of $147.39 for 68,609.00 shares. Based on historical transaction data and V's current price of $349.05, Williams Jones & Associates LLC's estimated gain on his V holdings is $322.79 Mil, reflecting a 166.04% gain to date.

Williams Jones & Associates LLC V ($349.05) Holding Chart

Williams Jones & Associates LLC V ($349.05) 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 %

Top Ranked Articles

  • 1