Barrett Growth Fund V Holdings History
Number of Shares
6,000.00
Current Holdings Value*
$1.47 Mil
% of Portfolio
5.82%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
83.39%
Barrett Growth Fund's Visa Inc Holding Summary
As of 2023-08-31, TRUST FOR PROFESSIONAL MANAGERS held 6,000.00 shares of Visa Inc(V), totaling $1.47 Mil. This investment constitutes 5.82% of their stock portfolio, and TRUST FOR PROFESSIONAL MANAGERS now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2020Q2. In addition, there have been 3 sales at an average price of $201.60 for 2,000.00 shares. Based on historical transaction data and V's current price of $355.29, Barrett Growth Fund's estimated gain on his V holdings is $1.15 Mil, reflecting a 83.39% gain to date.
Barrett Growth Fund V ($355.29) Holding Chart
Barrett Growth Fund V ($355.29) 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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