Plumb Balanced Fund MA Holdings History
Plumb Balanced Fund's Mastercard Inc Holding Summary
As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 3,950.00 shares of Mastercard Inc(MA), totaling $2.17 Mil. This investment constitutes 5.86% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding Mastercard Inc(MA) stock.
The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 1 purchases of MA, at an average price of $301.40, for a total of 15,750.00 shares. In addition, there have been 11 sales at an average price of $361.10 for 11,800.00 shares. Based on historical transaction data and MA's current price of $569.24, Plumb Balanced Fund's estimated gain on his MA holdings is $1.76 Mil, reflecting a 37.12% gain to date.
Plumb Balanced Fund MA ($569.24) Holding Chart
Plumb Balanced Fund MA ($569.24) 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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