CFA
CWS Financial Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $811K | Buy |
1,751
+256
| +17% | +$119K | 0.24% | 53 |
|
|
2025
Q1 | $668K | Buy |
1,495
+43
| +3% | +$19.2K | 0.21% | 58 |
|
|
2024
Q4 | $705K | Buy |
1,452
+198
| +16% | +$96.2K | 0.23% | 49 |
|
|
2024
Q3 | $733K | Buy |
1,254
+82
| +7% | +$47.9K | 0.26% | 45 |
|
|
2024
Q2 | $547K | Buy |
1,172
+11
| +0.9% | +$5.14K | 0.22% | 50 |
|
|
2024
Q1 | $528K | Sell |
1,161
-1,820
| -61% | -$828K | 0.22% | 49 |
|
|
2023
Q4 | $1.35M | Sell |
2,981
-214
| -7% | -$97K | 0.51% | 26 |
|
|
2023
Q3 | $1.31M | Buy |
3,195
+17
| +0.5% | +$6.95K | 0.52% | 24 |
|
|
2023
Q2 | $1.46M | Sell |
3,178
-8
| -0.3% | -$3.68K | 0.55% | 22 |
|
|
2023
Q1 | $1.51M | Sell |
3,186
-141
| -4% | -$66.7K | 0.6% | 23 |
|
|
2022
Q4 | $1.23M | Buy |
3,327
+71
| +2% | +$26.2K | 0.53% | 21 |
|
|
2022
Q3 | $1.26M | Buy |
3,256
+19
| +0.6% | +$7.34K | 0.6% | 24 |
|
|
2022
Q2 | $1.39M | Sell |
3,237
-157
| -5% | -$67.5K | 0.64% | 23 |
|
|
2022
Q1 | $1.5M | Buy |
3,394
+3
| +0.1% | +$1.32K | 0.57% | 22 |
|
|
2021
Q4 | $1.21M | Buy |
+3,391
| New | +$1.21M | 0.42% | 31 |
|
|
2021
Q2 | $1.28M | Buy |
3,372
+45
| +1% | +$17K | 0.51% | 26 |
|
|
2021
Q1 | $1.23M | Buy |
3,327
+59
| +2% | +$21.8K | 0.53% | 21 |
|
|
2020
Q4 | $1.16M | Buy |
3,268
+50
| +2% | +$17.7K | 0.67% | 20 |
|
|
2020
Q3 | $1.23M | Sell |
3,218
-56
| -2% | -$21.5K | 0.82% | 12 |
|
|
2020
Q2 | $1.2M | Buy |
3,274
+276
| +9% | +$101K | 0.86% | 14 |
|
|
2020
Q1 | $1.17M | Hold |
2,998
| – | – | 0.86% | 13 |
|
|
2019
Q4 | $1.17M | Buy |
+2,998
| New | +$1.17M | 0.85% | 15 |
|