Disciplined U.S. Equity Portfolio V Holdings History
Disciplined U.S. Equity Portfolio's Visa Inc Holding Summary
As of 2025-04-30, Disciplined U.S. Equity Portfolio held 16,988.00 shares of Visa Inc(V), totaling $5.87 Mil. This investment constitutes 1.24% of their stock portfolio, and Disciplined U.S. Equity Portfolio now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2019Q4. And since then Disciplined U.S. Equity Portfolio has made 2 purchases of V, at an average price of $191.97, for a total of 269,810.00 shares. In addition, there have been 6 sales at an average price of $197.52 for 252,822.00 shares. Based on historical transaction data and V's current price of $349.05, Disciplined U.S. Equity Portfolio's estimated gain on his V holdings is $4.07 Mil, reflecting a 7.86% gain to date.
Disciplined U.S. Equity Portfolio V ($349.05) Holding Chart
Disciplined U.S. Equity Portfolio 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
