BWM
BKM Wealth Management’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-415
| Closed | -$202K | – | 163 |
|
2024
Q4 | $202K | Sell |
415
-5
| -1% | -$2.43K | 0.08% | 160 |
|
2024
Q3 | $246K | Buy |
+420
| New | +$246K | 0.1% | 152 |
|
2024
Q2 | – | Sell |
-523
| Closed | -$238K | – | 175 |
|
2024
Q1 | $238K | Buy |
523
+266
| +104% | +$121K | 0.1% | 147 |
|
2023
Q4 | $116K | Buy |
+257
| New | +$116K | 0.05% | 189 |
|