Cerro Pacific Wealth Advisors’s Ashland ASH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$241K Sell
2025
Q2
$293K Buy
2025
Q1
$334K Sell
2024
Q4
$460K Buy
2024
Q3
$497K Hold
2024
Q2
$497K Buy
2023
Q1
$463K Buy
2022
Q4
$278K Buy
2022
Q3
$230K Buy
2022
Q2
$225K Buy