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BSW Wealth Partners’s Lockheed Martin LMT Stock Holding History

BSW Wealth Partners’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$435K Sell
939
-2
-0.2% -$926 0.06% 186
2025
Q1 		$420K Sell
941
-647
-41% -$289K 0.06% 184
2024
Q4 		$772K Buy
1,588
+750
+89% +$364K 0.11% 110
2024
Q3 		$490K Buy
+838
New +$490K 0.07% 152