CPWA
Cerro Pacific Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
1,602
+2
| +0.1% | +$545 | 0.12% | 111 |
|
|
2025
Q1 | $535K | Buy |
1,600
+9
| +0.6% | +$3.01K | 0.17% | 98 |
|
|
2024
Q4 | $435K | Buy |
1,591
+18
| +1% | +$4.93K | 0.14% | 107 |
|
|
2024
Q3 | $404K | Hold |
1,573
| – | – | 0.15% | 108 |
|
|
2024
Q2 | $404K | Buy |
+1,573
| New | +$404K | 0.15% | 109 |
|
|
2023
Q1 | $324K | Sell |
1,624
-75
| -4% | -$15K | 0.18% | 113 |
|
|
2022
Q4 | $225K | Sell |
1,699
-57
| -3% | -$7.56K | 0.12% | 147 |
|
|
2022
Q3 | $253K | Buy |
1,756
+63
| +4% | +$9.08K | 0.15% | 128 |
|
|
2022
Q2 | $279K | Sell |
1,693
-10
| -0.6% | -$1.65K | 0.17% | 126 |
|
|
2022
Q1 | $362K | Buy |
1,703
+201
| +13% | +$42.7K | 0.22% | 102 |
|
|
2021
Q4 | $382K | Buy |
1,502
+63
| +4% | +$16K | 0.24% | 99 |
|
|
2021
Q3 | $390K | Sell |
1,439
-9
| -0.6% | -$2.44K | 0.28% | 98 |
|
|
2021
Q2 | $354K | Buy |
+1,448
| New | +$354K | 0.26% | 102 |
|
|
2020
Q4 | $377K | Buy |
+1,696
| New | +$377K | 0.22% | 85 |
|