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Asset Planning Inc’s Lockheed Martin LMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$785K Buy
1,695
+1
+0.1% +$463 0.59% 31
2025
Q1
$757K Sell
1,694
-74
-4% -$33.1K 0.59% 33
2024
Q4
$859K Buy
+1,768
New +$859K 0.65% 32