A detailed history of Peak Financial Advisors LLC transactions in Visa Inc. stock. As of the latest transaction made, Peak Financial Advisors LLC holds 7,006 shares of V stock, worth $2.28 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
7,006
Holding current value
$2.28 Million
% of portfolio
1.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 08, 2025

BUY
$332.09 - $358.86 $2.33 Million - $2.51 Million
7,006 New
7,006 $2.39 Million
Q2 2024

Jul 12, 2024

BUY
$262.47 - $281.5 $59,580 - $63,900
227 Added 2.53%
9,202 $2.42 Million
Q1 2024

Apr 12, 2024

BUY
$257.98 - $290.37 $2.32 Million - $2.61 Million
8,975 New
8,975 $2.5 Million
Q1 2022

Apr 22, 2022

SELL
$190.7 - $235.42 $1.92 Million - $2.37 Million
-10,070 Closed
0 $0
Q4 2021

Jan 19, 2022

BUY
$190.16 - $233.88 $1.91 Million - $2.36 Million
10,070 New
10,070 $2.18 Million

Others Institutions Holding V

About VISA INC.


  • Ticker V
  • Exchange NYSE
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 1,635,010,048
  • Market Cap $533B
  • Description
  • Visa Inc. operates as a payments technology company worldwide. The company facilitates digital payments among consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions. In...
More about V
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