BWP
Balboa Wealth Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $633K | Buy |
1,368
+59
| +5% | +$27.3K | 0.13% | 136 |
|
|
2025
Q1 | $585K | Sell |
1,309
-44
| -3% | -$19.6K | 0.14% | 119 |
|
|
2024
Q4 | $658K | Sell |
1,353
-203
| -13% | -$98.7K | 0.15% | 110 |
|
|
2024
Q3 | $909K | Buy |
1,556
+183
| +13% | +$107K | 0.23% | 87 |
|
|
2024
Q2 | $642K | Sell |
1,373
-369
| -21% | -$172K | 0.17% | 108 |
|
|
2024
Q1 | $792K | Buy |
1,742
+589
| +51% | +$268K | 0.23% | 77 |
|
|
2023
Q4 | $522K | Buy |
1,153
+114
| +11% | +$51.7K | 0.17% | 108 |
|
|
2023
Q3 | $425K | Sell |
1,039
-285
| -22% | -$117K | 0.16% | 115 |
|
|
2023
Q2 | $609K | Sell |
1,324
-2
| -0.2% | -$921 | 0.21% | 89 |
|
|
2023
Q1 | $627K | Buy |
1,326
+27
| +2% | +$12.8K | 0.24% | 81 |
|
|
2022
Q4 | $632K | Sell |
1,299
-55
| -4% | -$26.8K | 0.28% | 88 |
|
|
2022
Q3 | $523K | Buy |
+1,354
| New | +$523K | 0.23% | 85 |
|