Copeland Dividend Growth Fund V Holdings History
Copeland Dividend Growth Fund's Visa Inc Holding Summary
As of 2025-02-28, Copeland Dividend Growth Fund held 1,888.00 shares of Visa Inc(V), totaling $684,800.00. This investment constitutes 2.08% of their stock portfolio, and Copeland Dividend Growth Fund now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2020Q2. And since then Copeland Dividend Growth Fund has made 2 purchases of V, at an average price of $183.30, for a total of 6,960.00 shares. In addition, there have been 16 sales at an average price of $226.89 for 5,072.00 shares. Based on historical transaction data and V's current price of $348.61, Copeland Dividend Growth Fund's estimated gain on his V holdings is $533,185.45, reflecting a 41.79% gain to date.
Copeland Dividend Growth Fund V ($348.61) Holding Chart
Copeland Dividend Growth Fund V ($348.61) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
