Alta Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.07M	Buy	+3,425	New	+$2.11M	0.67%	31
2025 Q3	–	Sell	-1,006	Closed	-$466K	–	166
2025 Q2	$466K	Sell	1,006 -26	-3%	-$12.2K	0.22%	71
2025 Q1	$461K	Sell	1,032 -123	-11%	-$56.6K	0.21%	85
2024 Q4	$561K	Sell	1,155 -5	-0.4%	-$2.73K	0.25%	78
2024 Q3	$678K	Buy	1,160 +39	+3%	+$20.9K	0.31%	68
2024 Q2	$524K	Sell	1,121 -39	-3%	-$18K	0.26%	75
2024 Q1	$528K	Sell	1,160 -102	-8%	-$44.7K	0.27%	76
2023 Q4	$572K	Sell	1,262 -67	-5%	-$29.7K	0.32%	75
2023 Q3	$544K	Sell	1,329 -109	-8%	-$48.4K	0.33%	79
2023 Q2	$662K	Sell	1,438 -64	-4%	-$29.7K	0.39%	74
2023 Q1	$710K	Buy	1,502 +20	+1%	+$9.38K	0.45%	71
2022 Q4	$721K	Buy	1,482 +169	+13%	+$78.5K	0.49%	68
2022 Q3	$507K	Buy	1,313 +35	+3%	+$14.6K	0.36%	84
2022 Q2	$546K	Buy	+1,278	New	+$561K	0.38%	80