CIA
Compass Ion Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Sell |
1,000
-23
| -2% | -$10.7K | 0.05% | 176 |
|
|
2025
Q1 | $457K | Sell |
1,023
-108
| -10% | -$48.2K | 0.05% | 171 |
|
|
2024
Q4 | $549K | Sell |
1,131
-60
| -5% | -$29.1K | 0.07% | 154 |
|
|
2024
Q3 | $696K | Sell |
1,191
-18
| -1% | -$10.5K | 0.09% | 132 |
|
|
2024
Q2 | $550K | Hold |
1,209
| – | – | 0.08% | 139 |
|
|
2024
Q1 | $550K | Sell |
1,209
-6
| -0.5% | -$2.73K | 0.08% | 139 |
|
|
2023
Q4 | $551K | Buy |
1,215
+102
| +9% | +$46.2K | 0.09% | 135 |
|
|
2023
Q3 | $455K | Buy |
+1,113
| New | +$455K | 0.08% | 144 |
|