CWM
Cahaba Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
508
+2
| +0.4% | +$926 | 0.02% | 141 |
|
|
2025
Q1 | $226K | Buy |
506
+2
| +0.4% | +$893 | 0.02% | 135 |
|
|
2024
Q4 | $245K | Sell |
504
-146
| -22% | -$71K | 0.02% | 131 |
|
|
2024
Q3 | $380K | Buy |
650
+42
| +7% | +$24.6K | 0.03% | 106 |
|
|
2024
Q2 | $284K | Buy |
608
+5
| +0.8% | +$2.34K | 0.03% | 121 |
|
|
2024
Q1 | $274K | Sell |
603
-5
| -0.8% | -$2.28K | 0.02% | 123 |
|
|
2023
Q4 | $276K | Buy |
608
+2
| +0.3% | +$907 | 0.03% | 116 |
|
|
2023
Q3 | $248K | Sell |
606
-43
| -7% | -$17.6K | 0.03% | 121 |
|
|
2023
Q2 | $299K | Sell |
649
-13
| -2% | -$5.99K | 0.03% | 108 |
|
|
2023
Q1 | $313K | Buy |
662
+192
| +41% | +$90.8K | 0.04% | 105 |
|
|
2022
Q4 | $229K | Buy |
+470
| New | +$229K | 0.03% | 129 |
|
|
2022
Q3 | – | Sell |
-495
| Closed | -$213K | – | 136 |
|
|
2022
Q2 | $213K | Buy |
495
+21
| +4% | +$9.04K | 0.03% | 125 |
|
|
2022
Q1 | $204K | Buy |
+474
| New | +$204K | 0.03% | 139 |
|