AWM
Axxcess Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Buy |
4,902
+469
| +11% | +$217K | 0.05% | 262 |
|
|
2025
Q1 | $1.98M | Sell |
4,433
-2,067
| -32% | -$923K | 0.05% | 267 |
|
|
2024
Q4 | $3.16M | Sell |
6,500
-497
| -7% | -$241K | 0.08% | 188 |
|
|
2024
Q3 | $4.09M | Buy |
6,997
+1,171
| +20% | +$685K | 0.1% | 157 |
|
|
2024
Q2 | $2.72M | Sell |
5,826
-3,586
| -38% | -$1.67M | 0.07% | 206 |
|
|
2024
Q1 | $4.28M | Buy |
9,412
+276
| +3% | +$126K | 0.12% | 142 |
|
|
2023
Q4 | $4.14M | Buy |
9,136
+1,282
| +16% | +$581K | 0.12% | 142 |
|
|
2023
Q3 | $3.21M | Buy |
7,854
+5,257
| +202% | +$2.15M | 0.11% | 143 |
|
|
2023
Q2 | $1.2M | Sell |
2,597
-3,632
| -58% | -$1.67M | 0.09% | 200 |
|
|
2023
Q1 | $2.94M | Buy |
6,229
+491
| +9% | +$232K | 0.22% | 95 |
|
|
2022
Q4 | $2.79M | Buy |
5,738
+3,306
| +136% | +$1.61M | 0.23% | 97 |
|
|
2022
Q3 | $939K | Buy |
2,432
+278
| +13% | +$107K | 0.09% | 196 |
|
|
2022
Q2 | $926K | Sell |
2,154
-28
| -1% | -$12K | 0.09% | 196 |
|
|
2022
Q1 | $963K | Sell |
2,182
-171
| -7% | -$75.5K | 0.08% | 221 |
|
|
2021
Q4 | $836K | Buy |
+2,353
| New | +$836K | 0.06% | 244 |
|