CPWA
Cerro Pacific Wealth Advisors’s First American FAF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Hold |
40,912
| – | – | 0.7% | 38 |
|
|
2025
Q1 | $2.55M | Buy |
40,912
+1
| +0% | +$62 | 0.83% | 33 |
|
|
2024
Q4 | $2.7M | Hold |
40,911
| – | – | 0.89% | 33 |
|
|
2024
Q3 | $2.21M | Hold |
40,911
| – | – | 0.83% | 37 |
|
|
2024
Q2 | $2.21M | Buy |
+40,911
| New | +$2.21M | 0.84% | 37 |
|
|
2023
Q1 | $2.48M | Hold |
44,509
| – | – | 1.37% | 15 |
|
|
2022
Q4 | $2.33M | Buy |
44,509
+149
| +0.3% | +$7.8K | 1.24% | 19 |
|
|
2022
Q3 | $2.05M | Hold |
44,360
| – | – | 1.24% | 17 |
|
|
2022
Q2 | $2.35M | Hold |
44,360
| – | – | 1.47% | 15 |
|
|
2022
Q1 | $2.88M | Hold |
44,360
| – | – | 1.76% | 14 |
|
|
2021
Q4 | $3.47M | Hold |
44,360
| – | – | 2.2% | 10 |
|
|
2021
Q3 | $2.97M | Hold |
44,360
| – | – | 2.14% | 8 |
|
|
2021
Q2 | $2.77M | Buy |
+44,360
| New | +$2.77M | 2.05% | 8 |
|
|
2020
Q4 | $2.3M | Buy |
+44,594
| New | +$2.3M | 1.37% | 14 |
|