Calvert Balanced Fund V Holdings History
Calvert Balanced Fund's Visa Inc Holding Summary
As of 2025-03-31, CALVERT SOCIAL INVESTMENT FUND held 59,100.00 shares of Visa Inc(V), totaling $20.71 Mil. This investment constitutes 2.56% of their stock portfolio, and CALVERT SOCIAL INVESTMENT FUND now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2019Q3. And since then Calvert Balanced Fund has made 7 purchases of V, at an average price of $189.14, for a total of 150,400.00 shares. In addition, there have been 13 sales at an average price of $222.60 for 91,300.00 shares. Based on historical transaction data and V's current price of $349.81, Calvert Balanced Fund's estimated gain on his V holdings is $12.55 Mil, reflecting a 44.12% gain to date.
Calvert Balanced Fund V ($349.81) Holding Chart
Calvert Balanced Fund V ($349.81) 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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