SIA
V icon

Summit Investment Advisors’s Visa V Stock Holding History

Summit Investment Advisors’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-589
Closed -$205K – 56
2025
Q1 		$205K Sell
589
-32
-5% -$11.1K 0.18% 54
2024
Q4 		$221K Buy
+621
New +$221K 0.2% 51