CPWA
Cerro Pacific Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $809K | Buy |
1,747
+44
| +3% | +$20.4K | 0.22% | 81 |
|
|
2025
Q1 | $828K | Buy |
1,703
+26
| +2% | +$12.6K | 0.27% | 76 |
|
|
2024
Q4 | $980K | Sell |
1,677
-35
| -2% | -$20.5K | 0.32% | 68 |
|
|
2024
Q3 | $799K | Hold |
1,712
| – | – | 0.3% | 72 |
|
|
2024
Q2 | $799K | Buy |
+1,712
| New | +$799K | 0.31% | 73 |
|
|
2023
Q1 | $698K | Buy |
1,477
+540
| +58% | +$255K | 0.39% | 65 |
|
|
2022
Q4 | $456K | Buy |
937
+28
| +3% | +$13.6K | 0.24% | 99 |
|
|
2022
Q3 | $351K | Buy |
909
+80
| +10% | +$30.9K | 0.21% | 114 |
|
|
2022
Q2 | $356K | Buy |
+829
| New | +$356K | 0.22% | 112 |
|