CPWA
Cerro Pacific Wealth Advisors’s HP HPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-27,118
| Closed | -$885K | – | 166 |
|
|
2025
Q1 | $885K | Buy |
27,118
+274
| +1% | +$8.94K | 0.29% | 72 |
|
|
2024
Q4 | $963K | Sell |
26,844
-2,079
| -7% | -$74.6K | 0.32% | 69 |
|
|
2024
Q3 | $1.01M | Hold |
28,923
| – | – | 0.38% | 60 |
|
|
2024
Q2 | $1.01M | Buy |
+28,923
| New | +$1.01M | 0.39% | 61 |
|
|
2023
Q1 | $723K | Buy |
24,646
+11,149
| +83% | +$327K | 0.4% | 63 |
|
|
2022
Q4 | $363K | Buy |
+13,497
| New | +$363K | 0.19% | 119 |
|