AWA
Alta Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $466K | Sell |
1,006
-26
| -3% | -$12K | 0.22% | 71 |
|
|
2025
Q1 | $461K | Sell |
1,032
-123
| -11% | -$54.9K | 0.21% | 85 |
|
|
2024
Q4 | $561K | Sell |
1,155
-5
| -0.4% | -$2.43K | 0.25% | 78 |
|
|
2024
Q3 | $678K | Buy |
1,160
+39
| +3% | +$22.8K | 0.31% | 68 |
|
|
2024
Q2 | $524K | Sell |
1,121
-39
| -3% | -$18.2K | 0.26% | 75 |
|
|
2024
Q1 | $528K | Sell |
1,160
-102
| -8% | -$46.4K | 0.27% | 76 |
|
|
2023
Q4 | $572K | Sell |
1,262
-67
| -5% | -$30.4K | 0.32% | 75 |
|
|
2023
Q3 | $544K | Sell |
1,329
-109
| -8% | -$44.6K | 0.33% | 79 |
|
|
2023
Q2 | $662K | Sell |
1,438
-64
| -4% | -$29.5K | 0.39% | 74 |
|
|
2023
Q1 | $710K | Buy |
1,502
+20
| +1% | +$9.46K | 0.45% | 71 |
|
|
2022
Q4 | $721K | Buy |
1,482
+169
| +13% | +$82.2K | 0.49% | 68 |
|
|
2022
Q3 | $507K | Buy |
1,313
+35
| +3% | +$13.5K | 0.36% | 84 |
|
|
2022
Q2 | $546K | Buy |
+1,278
| New | +$546K | 0.38% | 80 |
|