Number of Shares
137,963.00
Current Holdings Value*
$48.35 Mil
% of Portfolio
3.19%
Total Estimate Gain
$33.72 Mil
% of Total Estimate Gain
65.52%

OSTERWEIS CAPITAL MANAGEMENT INC's Visa Inc Holding Summary

As of 2025-03-31, OSTERWEIS CAPITAL MANAGEMENT INC held 137,963.00 shares of Visa Inc(V), totaling $48.35 Mil. This investment constitutes 3.19% of their stock portfolio, and OSTERWEIS CAPITAL MANAGEMENT INC now holds 0.01% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2018Q2. And since then OSTERWEIS CAPITAL MANAGEMENT INC has made 13 purchases of V, at an average price of $165.98, for a total of 310,120.00 shares. In addition, there have been 15 sales at an average price of $216.02 for 172,157.00 shares. Based on historical transaction data and V's current price of $348.00, OSTERWEIS CAPITAL MANAGEMENT INC's estimated gain on his V holdings is $33.72 Mil, reflecting a 65.52% gain to date.

OSTERWEIS CAPITAL MANAGEMENT INC V ($348.00) Holding Chart

OSTERWEIS CAPITAL MANAGEMENT INC V ($348.00) 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