The Osterweis Fund V Holdings History
The Osterweis Fund's Visa Inc Holding Summary
As of 2025-03-31, The Osterweis Fund held 16,840.00 shares of Visa Inc(V), totaling $5.90 Mil. This investment constitutes 4.45% of their stock portfolio, and The Osterweis Fund now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2019Q3. And since then The Osterweis Fund has made 2 purchases of V, at an average price of $185.02, for a total of 33,225.00 shares. In addition, there have been 4 sales at an average price of $233.93 for 16,385.00 shares. Based on historical transaction data and V's current price of $358.86, The Osterweis Fund's estimated gain on his V holdings is $3.73 Mil, reflecting a 60.65% gain to date.
The Osterweis Fund V ($358.86) Holding Chart
The Osterweis Fund V ($358.86) 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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