Twin Peaks Wealth Advisors’s Visa V Stock Holding History

Twin Peaks Wealth 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 Q3	$555K	Buy
2025 Q2	$522K	Sell
2025 Q1	$537K	Buy
2024 Q4	$496K	Buy
2024 Q3	$398K	Sell
2024 Q2	$399K	Buy
2024 Q1	$383K	Buy
2023 Q4	$349K	Buy