Twin Peaks Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Sell |
1,550
-49
| -3% | -$16.5K | 0.17% | 90 |
|
|
2025
Q1 | $537K | Buy |
1,599
+31
| +2% | +$10.4K | 0.24% | 77 |
|
|
2024
Q4 | $496K | Buy |
1,568
+121
| +8% | +$38.2K | 0.21% | 80 |
|
|
2024
Q3 | $398K | Sell |
1,447
-73
| -5% | -$20.1K | 0.18% | 84 |
|
|
2024
Q2 | $399K | Buy |
1,520
+147
| +11% | +$38.6K | 0.2% | 84 |
|
|
2024
Q1 | $383K | Buy |
1,373
+34
| +3% | +$9.49K | 0.21% | 81 |
|
|
2023
Q4 | $349K | Buy |
+1,339
| New | +$349K | 0.22% | 89 |
|