AWA
Acorn Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Buy |
895
+8
| +0.9% | +$3.7K | 0.15% | 133 |
|
|
2025
Q1 | $396K | Buy |
887
+12
| +1% | +$5.36K | 0.17% | 127 |
|
|
2024
Q4 | $425K | Buy |
875
+4
| +0.5% | +$1.94K | 0.18% | 122 |
|
|
2024
Q3 | $509K | Buy |
871
+4
| +0.5% | +$2.34K | 0.22% | 88 |
|
|
2024
Q2 | $405K | Buy |
867
+8
| +0.9% | +$3.74K | 0.2% | 103 |
|
|
2024
Q1 | $391K | Buy |
859
+3
| +0.4% | +$1.36K | 0.2% | 105 |
|
|
2023
Q4 | $388K | Sell |
856
-60
| -7% | -$27.2K | 0.23% | 98 |
|
|
2023
Q3 | $375K | Buy |
916
+17
| +2% | +$6.95K | 0.25% | 92 |
|
|
2023
Q2 | $414K | Buy |
899
+3
| +0.3% | +$1.38K | 0.28% | 86 |
|
|
2023
Q1 | $424K | Buy |
896
+5
| +0.6% | +$2.36K | 0.31% | 79 |
|
|
2022
Q4 | $433K | Buy |
891
+6
| +0.7% | +$2.92K | 0.33% | 73 |
|
|
2022
Q3 | $342K | Buy |
885
+7
| +0.8% | +$2.71K | 0.28% | 88 |
|
|
2022
Q2 | $378K | Sell |
878
-78
| -8% | -$33.6K | 0.3% | 87 |
|
|
2022
Q1 | $422K | Buy |
956
+3
| +0.3% | +$1.32K | 0.29% | 90 |
|
|
2021
Q4 | $339K | Buy |
953
+4
| +0.4% | +$1.42K | 0.22% | 118 |
|
|
2021
Q3 | $328K | Buy |
949
+3
| +0.3% | +$1.04K | 0.23% | 110 |
|
|
2021
Q2 | $358K | Buy |
946
+42
| +5% | +$15.9K | 0.25% | 99 |
|
|
2021
Q1 | $334K | Buy |
904
+3
| +0.3% | +$1.11K | 0.24% | 104 |
|
|
2020
Q4 | $320K | Buy |
901
+40
| +5% | +$14.2K | 0.25% | 99 |
|
|
2020
Q3 | $330K | Buy |
861
+2
| +0.2% | +$767 | 0.29% | 78 |
|
|
2020
Q2 | $313K | Buy |
859
+3
| +0.4% | +$1.09K | 0.29% | 71 |
|
|
2020
Q1 | $315K | Buy |
856
+27
| +3% | +$9.94K | 0.35% | 58 |
|
|
2019
Q4 | $343K | Buy |
829
+3
| +0.4% | +$1.24K | 0.29% | 75 |
|
|
2019
Q3 | $320K | Buy |
826
+2
| +0.2% | +$775 | 0.28% | 78 |
|
|
2019
Q2 | $311K | Buy |
824
+2
| +0.2% | +$755 | 0.28% | 73 |
|
|
2019
Q1 | $253K | Buy |
822
+2
| +0.2% | +$616 | 0.23% | 102 |
|
|
2018
Q4 | $221K | Buy |
820
+3
| +0.4% | +$809 | 0.23% | 99 |
|
|
2018
Q3 | $246K | Buy |
817
+2
| +0.2% | +$602 | 0.24% | 98 |
|
|
2018
Q2 | $244K | Buy |
815
+2
| +0.2% | +$599 | 0.21% | 96 |
|
|
2018
Q1 | $263K | Buy |
813
+2
| +0.2% | +$647 | 0.23% | 88 |
|
|
2017
Q4 | $268K | Buy |
+811
| New | +$268K | 0.24% | 82 |
|