Steward Large Cap Growth Fund V Holdings History
Steward Large Cap Growth Fund's Visa Inc Holding Summary
As of 2025-04-30, Steward Large Cap Growth Fund held 17,000.00 shares of Visa Inc(V), totaling $5.87 Mil. This investment constitutes 3.25% of their stock portfolio, and Steward Large Cap Growth Fund now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2022Q1. And since then Steward Large Cap Growth Fund has made 10 purchases of V, at an average price of $242.53, for a total of 17,200.00 shares. In addition, there have been 1 sales at an average price of $238.65 for 200.00 shares. Based on historical transaction data and V's current price of $355.05, Steward Large Cap Growth Fund's estimated gain on his V holdings is $1.91 Mil, reflecting a 45.84% gain to date.
Steward Large Cap Growth Fund V ($355.05) Holding Chart
Steward Large Cap Growth Fund V ($355.05) 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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