CPWA
Cerro Pacific Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
4,907
+202
| +4% | +$16.2K | 0.11% | 116 |
|
|
2025
Q1 | $330K | Sell |
4,705
-104
| -2% | -$7.31K | 0.11% | 121 |
|
|
2024
Q4 | $272K | Buy |
4,809
+167
| +4% | +$9.43K | 0.09% | 132 |
|
|
2024
Q3 | $276K | Hold |
4,642
| – | – | 0.1% | 127 |
|
|
2024
Q2 | $276K | Buy |
+4,642
| New | +$276K | 0.11% | 127 |
|
|
2020
Q4 | $234K | Buy |
+7,757
| New | +$234K | 0.14% | 102 |
|