Compass Wealth Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$342K Sell
2025
Q2
$341K Sell
2025
Q1
$335K Hold
2024
Q4
$365K Hold
2024
Q3
$439K Hold
2024
Q2
$351K Hold
2024
Q1
$342K Hold
2023
Q4
$340K Hold
2023
Q3
$307K Hold
2023
Q2
$346K Hold
2023
Q1
$355K Hold
2022
Q4
$365K Buy