LKCM Balanced Fund V Holdings History
Number of Shares
4,850.00
Current Holdings Value*
$1.70 Mil
% of Portfolio
2.26%
Total Estimate Gain
$907,588.00
% of Total Estimate Gain
78.98%
LKCM Balanced Fund's Visa Inc Holding Summary
As of 2025-03-31, LKCM Funds held 4,850.00 shares of Visa Inc(V), totaling $1.70 Mil. This investment constitutes 2.26% of their stock portfolio, and LKCM Funds now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2020Q1. In addition, there have been 2 sales at an average price of $291.05 for 1,250.00 shares. Based on historical transaction data and V's current price of $349.05, LKCM Balanced Fund's estimated gain on his V holdings is $907,588.00, reflecting a 78.98% gain to date.
LKCM Balanced Fund V ($349.05) Holding Chart
LKCM Balanced Fund 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 % | |||
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