Current Value of Holding

$749M

Shares

2.32M

% of Portfolio

13.58%

Average Buy Price

$317

Avg closing price
Price range

7 Jeffrey Ubben Visa Trades

Jeffrey Ubben acquired 2.32M Visa shares worth $749M. It makes up 13.58% of their stock portfolio and is their biggest holding. The first Visa trade was made in Q3 2024. Since then Jeffrey Ubben bought shares four more times and sold shares on two occasions. The stake costed the investor $735M, netting the investor a gain of 1.9% so far.

Avg closing price
Price range
Increased shares by 34.8% (+598k shares) Q1 2026
Avg closing price $322.81
Price range $295.52 - $357.56
Increased shares by 9.7% (+152k shares) Q4 2025
Avg closing price $340.57
Price range $321.10 - $355.14
Increased shares by 25.8% (+321k shares) Q3 2025
Avg closing price $346.38
Price range $332.09 - $358.86
Sold 5.2% shares (-68k shares) Q2 2025
Avg closing price $348.27
Price range $308.27 - $373.31
Increased shares by 251.4% (+939k shares) Q1 2025
Avg closing price $337.90
Price range $306.91 - $362.67
Sold 50.0% shares (-374k shares) Q4 2024
Avg closing price $301.62
Price range $273.79 - $320.86
New holding (+747k shares) Q3 2024
Avg closing price $270.43
Price range $253.74 - $291.56

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