Current Value of Holding

$486 Million

Shares

1.31 Million

% of Portfolio

10.63%

Average Buy Price

$308

Avg closing price
Price range

3 Jeffrey Ubben Visa Trades

Jeffrey Ubben acquired 1.31 Million Visa shares worth $486 Million. That's 10.63% of their entire equity portfolio (5th largest holding). The first Visa trade was made in Q3 2024. Since then Jeffrey Ubben bought shares one more times and sold shares on one occasions. The stake costed the investor $404 Million, netting the investor a gain of 20% so far.

Avg closing price
Price range
Increased shares by 251.4% (+939 Thousand shares) Q1 2025
Avg closing price $337.90
Price range $306.91 - $362.67
Sold 50.0% shares (-374 Thousand shares) Q4 2024
Avg closing price $301.62
Price range $273.79 - $320.86
New holding (+747 Thousand shares) Q3 2024
Avg closing price $270.43
Price range $253.74 - $291.56

Embed chart

Easily embed the chart on your blog or website – it will always update automatically!