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 ExcelQuarterly reported holdings in Visa by Peak Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.5M | 9.0k | 279.08 |
2021-12-31 | $2.2M | 10k | 216.68 |