BWA

Burt Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$207K	Buy	+447	New	+$207K	0.05%	115
2025 Q1	–	Sell	-447	Closed	-$217K	–	111
2024 Q4	$217K	Hold	447	–	–	0.06%	110
2024 Q3	$261K	Hold	447	–	–	0.06%	104
2024 Q2	$209K	Hold	447	–	–	0.06%	108
2024 Q1	$203K	Hold	447	–	–	0.05%	119
2023 Q4	$203K	Buy	+447	New	+$203K	0.06%	106
2023 Q3	–	Sell	-447	Closed	-$206K	–	108
2023 Q2	$206K	Hold	447	–	–	0.06%	105
2023 Q1	$211K	Buy	447 +20	+5%	+$9.46K	0.07%	102
2022 Q4	$208K	Buy	+427	New	+$208K	0.07%	104
2021 Q1	–	Sell	-427	Closed	-$152K	–	241
2020 Q4	$152K	Hold	427	–	–	0.05%	102
2020 Q3	$164K	Sell	427 -4	-0.9%	-$1.54K	0.06%	96
2020 Q2	$157K	Buy	431 +4	+0.9%	+$1.46K	0.06%	96
2020 Q1	$145K	Buy	427 +17	+4%	+$5.77K	0.07%	97
2019 Q4	$160K	Hold	410	–	–	0.06%	97
2019 Q3	$160K	Hold	410	–	–	0.07%	97
2019 Q2	$149K	Hold	410	–	–	0.07%	100
2019 Q1	$123K	Hold	410	–	–	0.06%	107
2018 Q4	$107K	Hold	410	–	–	0.05%	120
2018 Q3	$142K	Hold	410	–	–	0.06%	107
2018 Q2	$121K	Hold	410	–	–	0.06%	113
2018 Q1	$139K	Hold	410	–	–	0.07%	104
2017 Q4	$132K	Hold	410	–	–	0.08%	105
2017 Q3	$127K	Hold	410	–	–	0.08%	107
2017 Q2	$113K	Hold	410	–	–	0.08%	111
2017 Q1	$110K	Hold	410	–	–	0.08%	103
2016 Q4	$102K	Hold	410	–	–	0.09%	113
2016 Q3	$98K	Hold	410	–	–	0.1%	101
2016 Q2	$101K	Hold	410	–	–	0.11%	100
2016 Q1	$91K	Hold	410	–	–	0.08%	117
2015 Q4	$89K	Hold	410	–	–	0.07%	111
2015 Q3	$84K	Hold	410	–	–	0.1%	104
2015 Q2	$76K	Hold	410	–	–	0.08%	120
2015 Q1	$83K	Hold	410	–	–	0.08%	106
2014 Q4	$79K	Buy	+410	New	+$79K	0.08%	112