CPWA
Cerro Pacific Wealth Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
3,140
+173
| +6% | +$155K | 0.78% | 30 |
|
|
2025
Q1 | $1.87M | Buy |
2,967
+32
| +1% | +$20.2K | 0.61% | 47 |
|
|
2024
Q4 | $2.27M | Buy |
2,935
+185
| +7% | +$143K | 0.75% | 40 |
|
|
2024
Q3 | $2.27M | Hold |
2,750
| – | – | 0.86% | 34 |
|
|
2024
Q2 | $2.27M | Buy |
+2,750
| New | +$2.27M | 0.87% | 34 |
|
|
2023
Q1 | $1.01M | Buy |
2,539
+476
| +23% | +$190K | 0.56% | 47 |
|
|
2022
Q4 | $778K | Buy |
2,063
+880
| +74% | +$332K | 0.41% | 65 |
|
|
2022
Q3 | $358K | Buy |
1,183
+353
| +43% | +$107K | 0.22% | 113 |
|
|
2022
Q2 | $265K | Buy |
+830
| New | +$265K | 0.17% | 127 |
|