CPWA
Cerro Pacific Wealth Advisors’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
2,680
+366
| +16% | +$130K | 0.26% | 71 |
|
|
2025
Q1 | $731K | Sell |
2,314
-47
| -2% | -$14.9K | 0.24% | 80 |
|
|
2024
Q4 | $649K | Buy |
2,361
+331
| +16% | +$91K | 0.21% | 92 |
|
|
2024
Q3 | $533K | Hold |
2,030
| – | – | 0.2% | 97 |
|
|
2024
Q2 | $533K | Buy |
+2,030
| New | +$533K | 0.2% | 98 |
|
|
2023
Q1 | $435K | Sell |
1,931
-51
| -3% | -$11.5K | 0.24% | 99 |
|
|
2022
Q4 | $412K | Sell |
1,982
-44
| -2% | -$9.14K | 0.22% | 111 |
|
|
2022
Q3 | $360K | Sell |
2,026
-753
| -27% | -$134K | 0.22% | 111 |
|
|
2022
Q2 | $547K | Sell |
2,779
-85
| -3% | -$16.7K | 0.34% | 80 |
|
|
2022
Q1 | $635K | Buy |
2,864
+160
| +6% | +$35.5K | 0.39% | 81 |
|
|
2021
Q4 | $586K | Sell |
2,704
-177
| -6% | -$38.4K | 0.37% | 78 |
|
|
2021
Q3 | $642K | Sell |
2,881
-309
| -10% | -$68.9K | 0.46% | 72 |
|
|
2021
Q2 | $746K | Buy |
+3,190
| New | +$746K | 0.55% | 56 |
|
|
2020
Q4 | $986K | Buy |
+4,507
| New | +$986K | 0.59% | 53 |
|