Peak Planning Group’s Towne Bank TOWN Stock Holding History

Peak Planning Group’s Portfolio TOWN Stock Details TOWN Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.12M	Sell
2025 Q4	$1.29M	Sell
2025 Q3	$1.47M	Buy
2024 Q4	$1.52M	Buy
2024 Q2	$1.24M	Buy