Peak Planning Group’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.91M | Sell |
|
|||||
|
2025
Q4 | $2.26M | Buy |
|
|||||
|
2025
Q3 | $532K | Buy |
|
|||||
|
2024
Q4 | $1.98M | Buy |
|
|||||
|
2024
Q2 | $1.79M | Buy |
|
|||||
|
2024
Q1 | $1.9M | Sell |
|
|||||
|
2023
Q4 | $1.86M | Sell |
|
|||||
|
2023
Q3 | $1.65M | Buy |
|
|||||
|
2023
Q2 | $1.7M | Sell |
|
|||||
|
2023
Q1 | $1.67M | Buy |
|
|||||
|
2022
Q4 | $1.48M | Sell |
|
|||||
|
2022
Q3 | $1.28M | Sell |
|
|||||
|
2022
Q2 | $1.47M | Buy |
|
|||||
|
2021
Q4 | $1.7M | Sell |
|
|||||
|
2021
Q3 | $1.76M | Buy |
|