Cerro Pacific Wealth Advisors’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
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|
2025
Q1 | $731K | Sell |
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|
2024
Q4 | $649K | Buy |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $533K | Buy |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $547K | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $586K | Sell |
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|
2021
Q3 | $642K | Sell |
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|
2021
Q2 | $746K | Buy |
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|
2020
Q4 | $986K | Buy |
|