BOPW
Brandywine Oak Private Wealth’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
3,614
+357
| +11% | +$165K | 0.16% | 72 |
|
|
2025
Q1 | $1.45M | Sell |
3,257
-70
| -2% | -$31.3K | 0.14% | 77 |
|
|
2024
Q4 | $1.62M | Sell |
3,327
-12
| -0.4% | -$5.83K | 0.16% | 72 |
|
|
2024
Q3 | $1.95M | Buy |
3,339
+27
| +0.8% | +$15.8K | 0.19% | 67 |
|
|
2024
Q2 | $1.55M | Sell |
3,312
-32
| -1% | -$14.9K | 0.16% | 72 |
|
|
2024
Q1 | $1.52M | Sell |
3,344
-15
| -0.4% | -$6.82K | 0.16% | 70 |
|
|
2023
Q4 | $1.52M | Hold |
3,359
| – | – | 0.17% | 69 |
|
|
2023
Q3 | $1.37M | Sell |
3,359
-99
| -3% | -$40.5K | 0.16% | 71 |
|
|
2023
Q2 | $1.59M | Sell |
3,458
-134
| -4% | -$61.7K | 0.18% | 70 |
|
|
2023
Q1 | $1.7M | Sell |
3,592
-350
| -9% | -$165K | 0.2% | 67 |
|
|
2022
Q4 | $1.92M | Sell |
3,942
-286
| -7% | -$139K | 0.24% | 63 |
|
|
2022
Q3 | $1.63M | Buy |
4,228
+437
| +12% | +$169K | 0.22% | 68 |
|
|
2022
Q2 | $1.63M | Hold |
3,791
| – | – | 0.21% | 74 |
|
|
2022
Q1 | $1.67M | Sell |
3,791
-459
| -11% | -$203K | 0.19% | 83 |
|
|
2021
Q4 | $1.51M | Sell |
4,250
-333
| -7% | -$118K | 0.16% | 97 |
|
|
2021
Q3 | $1.58M | Sell |
4,583
-359
| -7% | -$124K | 0.18% | 86 |
|
|
2021
Q2 | $1.87M | Buy |
4,942
+406
| +9% | +$154K | 0.22% | 73 |
|
|
2021
Q1 | $1.68M | Buy |
4,536
+134
| +3% | +$49.5K | 0.25% | 64 |
|
|
2020
Q4 | $1.56M | Buy |
4,402
+35
| +0.8% | +$12.4K | 0.24% | 65 |
|
|
2020
Q3 | $1.67M | Sell |
4,367
-81
| -2% | -$31K | 0.28% | 58 |
|
|
2020
Q2 | $1.62M | Buy |
4,448
+58
| +1% | +$21.2K | 0.29% | 57 |
|
|
2020
Q1 | $1.49M | Sell |
4,390
-14
| -0.3% | -$4.74K | 0.31% | 56 |
|
|
2019
Q4 | $1.71M | Sell |
4,404
-41
| -0.9% | -$16K | 0.31% | 52 |
|
|
2019
Q3 | $1.73M | Buy |
4,445
+6
| +0.1% | +$2.34K | 0.33% | 50 |
|
|
2019
Q2 | $1.61M | Buy |
4,439
+82
| +2% | +$29.8K | 0.32% | 50 |
|
|
2019
Q1 | $1.31M | Buy |
4,357
+61
| +1% | +$18.3K | 0.27% | 57 |
|
|
2018
Q4 | $1.12M | Buy |
+4,296
| New | +$1.12M | 0.25% | 62 |
|