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Curated Wealth Partners’s Lockheed Martin LMT Stock Holding History

Curated Wealth Partners’s Portfolio LMT Stock Details LMT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$248K Sell
536
-4
-0.7% -$1.85K 0.03% 140
2025
Q1 		$241K Buy
+540
New +$241K 0.03% 138
2024
Q4 		– Sell
-377
Closed -$220K – 147
2024
Q3 		$220K Buy
+377
New +$220K 0.03% 124