Plumb Balanced Fund V Holdings History
Plumb Balanced Fund's Visa Inc Holding Summary
As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 7,000.00 shares of Visa Inc(V), totaling $2.45 Mil. This investment constitutes 6.65% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 1 purchases of V, at an average price of $188.69, for a total of 21,500.00 shares. In addition, there have been 11 sales at an average price of $224.78 for 14,500.00 shares. Based on historical transaction data and V's current price of $349.81, Plumb Balanced Fund's estimated gain on his V holdings is $1.65 Mil, reflecting a 40.70% gain to date.
Plumb Balanced Fund V ($349.81) Holding Chart
Plumb Balanced Fund V ($349.81) 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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