Berkeley, Inc V Holdings History
Number of Shares
47,395.00
Current Holdings Value*
$16.61 Mil
% of Portfolio
7.79%
Total Estimate Gain
$5.72 Mil
% of Total Estimate Gain
49.75%
Berkeley, Inc's Visa Inc Holding Summary
As of 2025-03-31, Berkeley, Inc held 47,395.00 shares of Visa Inc(V), totaling $16.61 Mil. This investment constitutes 7.79% of their stock portfolio, and Berkeley, Inc now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2020Q4. And since then Berkeley, Inc has made 9 purchases of V, at an average price of $230.16, for a total of 49,965.00 shares. In addition, there have been 8 sales at an average price of $263.57 for 2,570.00 shares. Based on historical transaction data and V's current price of $349.05, Berkeley, Inc's estimated gain on his V holdings is $5.72 Mil, reflecting a 49.75% gain to date.
Berkeley, Inc V ($349.05) Holding Chart
Berkeley, Inc 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