BWM
BCS Wealth Management’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $649K | Buy |
1,402
+45
| +3% | +$20.8K | 0.14% | 135 |
|
2025
Q1 | $606K | Sell |
1,357
-1
| -0.1% | -$447 | 0.16% | 125 |
|
2024
Q4 | $660K | Buy |
+1,358
| New | +$660K | 0.16% | 117 |
|
2024
Q2 | – | Sell |
-1,358
| Closed | -$618K | – | 189 |
|
2024
Q1 | $618K | Hold |
1,358
| – | – | 0.2% | 109 |
|
2023
Q4 | $615K | Hold |
1,358
| – | – | 0.23% | 100 |
|
2023
Q3 | $555K | Buy |
+1,358
| New | +$555K | 0.23% | 96 |
|