AWA
Amplius Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
600
-11
| -2% | -$5.1K | 0.03% | 159 |
|
|
2025
Q1 | $273K | Sell |
611
-207
| -25% | -$92.5K | 0.03% | 145 |
|
|
2024
Q4 | $397K | Buy |
818
+13
| +2% | +$6.32K | 0.04% | 121 |
|
|
2024
Q3 | $471K | Sell |
805
-3
| -0.4% | -$1.75K | 0.05% | 102 |
|
|
2024
Q2 | $377K | Buy |
808
+23
| +3% | +$10.7K | 0.04% | 112 |
|
|
2024
Q1 | $357K | Buy |
785
+52
| +7% | +$23.7K | 0.04% | 114 |
|
|
2023
Q4 | $332K | Sell |
733
-27
| -4% | -$12.2K | 0.04% | 119 |
|
|
2023
Q3 | $311K | Sell |
760
-7
| -0.9% | -$2.86K | 0.04% | 117 |
|
|
2023
Q2 | $353K | Sell |
767
-48
| -6% | -$22.1K | 0.05% | 117 |
|
|
2023
Q1 | $385K | Buy |
815
+21
| +3% | +$9.93K | 0.06% | 113 |
|
|
2022
Q4 | $386K | Buy |
794
+48
| +6% | +$23.4K | 0.06% | 106 |
|
|
2022
Q3 | $288K | Buy |
746
+10
| +1% | +$3.86K | 0.05% | 120 |
|
|
2022
Q2 | $316K | Buy |
736
+13
| +2% | +$5.58K | 0.05% | 128 |
|
|
2022
Q1 | $319K | Sell |
723
-932
| -56% | -$411K | 0.05% | 128 |
|
|
2021
Q4 | $588K | Buy |
+1,655
| New | +$588K | 0.08% | 97 |
|