Number of Shares
61,579.00
Current Holdings Value*
$21.58 Mil
% of Portfolio
1.37%
Total Estimate Gain
$17.59 Mil
% of Total Estimate Gain
36.74%

The Institutional U.S. Equity Portfolio's Visa Inc Holding Summary

As of 2025-03-31, The Institutional U.S. Equity Portfolio held 61,579.00 shares of Visa Inc(V), totaling $21.58 Mil. This investment constitutes 1.37% of their stock portfolio, and The Institutional U.S. Equity Portfolio now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2019Q3. And since then The Institutional U.S. Equity Portfolio has made 7 purchases of V, at an average price of $190.49, for a total of 251,307.00 shares. In addition, there have been 10 sales at an average price of $231.25 for 189,728.00 shares. Based on historical transaction data and V's current price of $350.50, The Institutional U.S. Equity Portfolio's estimated gain on his V holdings is $17.59 Mil, reflecting a 36.74% gain to date.

The Institutional U.S. Equity Portfolio V ($350.50) Holding Chart

The Institutional U.S. Equity Portfolio V ($350.50) 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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