Sierra Summit Advisors’s Visa V Stock Holding History

Sierra Summit Advisors’s Portfolio V Stock Details V Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$244K	Sell
2024 Q4	$307K	Sell
2024 Q3	$498K	Sell
2024 Q2	$7.75M	Buy
2024 Q1	$7.68M	Sell
2023 Q4	$7.19M	Buy