CPWA
Cerro Pacific Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
3,247
-273
| -8% | -$100K | 0.33% | 63 |
|
|
2025
Q1 | $1.37M | Sell |
3,520
-20
| -0.6% | -$7.78K | 0.45% | 54 |
|
|
2024
Q4 | $1.43M | Buy |
3,540
+77
| +2% | +$31.2K | 0.47% | 54 |
|
|
2024
Q3 | $1.19M | Hold |
3,463
| – | – | 0.45% | 56 |
|
|
2024
Q2 | $1.19M | Buy |
+3,463
| New | +$1.19M | 0.46% | 57 |
|
|
2023
Q1 | $1M | Sell |
3,392
-90
| -3% | -$26.6K | 0.55% | 49 |
|
|
2022
Q4 | $1.1M | Sell |
3,482
-92
| -3% | -$29.1K | 0.58% | 47 |
|
|
2022
Q3 | $986K | Buy |
+3,574
| New | +$986K | 0.6% | 44 |
|