CPWA
Cerro Pacific Wealth Advisors’s Kellanova K Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,000
| Closed | -$324K | – | 168 |
|
|
2025
Q1 | $324K | Hold |
4,000
| – | – | 0.11% | 123 |
|
|
2024
Q4 | $323K | Hold |
4,000
| – | – | 0.11% | 124 |
|
|
2024
Q3 | $231K | Hold |
4,000
| – | – | 0.09% | 137 |
|
|
2024
Q2 | $231K | Buy |
+4,000
| New | +$231K | 0.09% | 138 |
|
|
2023
Q1 | $273K | Hold |
4,078
| – | – | 0.15% | 121 |
|
|
2022
Q4 | $291K | Hold |
4,078
| – | – | 0.15% | 135 |
|
|
2022
Q3 | $284K | Buy |
+4,078
| New | +$284K | 0.17% | 123 |
|