CWP
Core Wealth Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314K | Buy |
679
+141
| +26% | +$65.3K | 0.16% | 119 |
|
|
2025
Q1 | $241K | Sell |
538
-32
| -6% | -$14.3K | 0.14% | 145 |
|
|
2024
Q4 | $277K | Buy |
570
+9
| +2% | +$4.37K | 0.16% | 129 |
|
|
2024
Q3 | $328K | Sell |
561
-20
| -3% | -$11.7K | 0.2% | 108 |
|
|
2024
Q2 | $272K | Buy |
581
+61
| +12% | +$28.5K | 0.19% | 114 |
|
|
2024
Q1 | $236K | Buy |
+520
| New | +$236K | 0.18% | 113 |
|
|
2023
Q1 | – | Sell |
-1,605
| Closed | -$215K | – | 125 |
|
|
2022
Q4 | $215K | Buy |
+1,605
| New | +$215K | 0.24% | 90 |
|