Visa shares owned by Peak Financial Advisors
Historical chart of Peak Financial Advisors investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Peak Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Visa by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.0k | 341.38 |
| 2024-06-30 | $2.4M | 9.2k | 262.47 |
| 2024-03-31 | $2.5M | 9.0k | 279.08 |
| 2021-12-31 | $2.2M | 10k | 216.68 |