Peak Financial Advisors’s Visa V Stock Holding History

Peak Financial Advisors’s Portfolio V Stock Details V Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.39M	Buy
2024 Q3	–	Sell
2024 Q2	$2.42M	Buy
2024 Q1	$2.5M	Buy
2022 Q1	–	Sell
2021 Q4	$2.18M	Buy