Number of Shares
14,025.00
Current Holdings Value*
$4.92 Mil
% of Portfolio
4.78%
Total Estimate Gain
$2.57 Mil
% of Total Estimate Gain
64.47%

Boston Trust Walden Balanced Fund's Visa Inc Holding Summary

As of 2025-03-31, Boston Trust Walden Balanced Fund held 14,025.00 shares of Visa Inc(V), totaling $4.92 Mil. This investment constitutes 4.78% of their stock portfolio, and Boston Trust Walden Balanced Fund now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2019Q3. And since then Boston Trust Walden Balanced Fund has made 3 purchases of V, at an average price of $189.79, for a total of 21,000.00 shares. In addition, there have been 7 sales at an average price of $239.34 for 6,975.00 shares. Based on historical transaction data and V's current price of $348.37, Boston Trust Walden Balanced Fund's estimated gain on his V holdings is $2.57 Mil, reflecting a 64.47% gain to date.

Boston Trust Walden Balanced Fund V ($348.37) Holding Chart

Boston Trust Walden Balanced Fund V ($348.37) 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