Steward Large Cap Core Fund V Holdings History
Steward Large Cap Core Fund's Visa Inc Holding Summary
As of 2025-04-30, Steward Large Cap Core Fund held 10,000.00 shares of Visa Inc(V), totaling $3.46 Mil. This investment constitutes 2.27% of their stock portfolio, and Steward Large Cap Core Fund now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2022Q1. And since then Steward Large Cap Core Fund has made 9 purchases of V, at an average price of $239.45, for a total of 10,300.00 shares. In addition, there have been 2 sales at an average price of $240.36 for 300.00 shares. Based on historical transaction data and V's current price of $347.93, Steward Large Cap Core Fund's estimated gain on his V holdings is $1.09 Mil, reflecting a 43.99% gain to date.
Steward Large Cap Core Fund V ($347.93) Holding Chart
Steward Large Cap Core Fund V ($347.93) 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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