CWP
Cyndeo Wealth Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Hold |
7,217
| – | – | 0.2% | 124 |
|
|
2025
Q1 | $3.22M | Buy |
7,217
+2
| +0% | +$893 | 0.21% | 124 |
|
|
2024
Q4 | $3.51M | Sell |
7,215
-62
| -0.9% | -$30.1K | 0.24% | 108 |
|
|
2024
Q3 | $4.25M | Buy |
7,277
+55
| +0.8% | +$32.2K | 0.3% | 92 |
|
|
2024
Q2 | $3.37M | Buy |
7,222
+1,961
| +37% | +$916K | 0.26% | 111 |
|
|
2024
Q1 | $2.39M | Buy |
5,261
+8
| +0.2% | +$3.64K | 0.2% | 142 |
|
|
2023
Q4 | $2.38M | Buy |
5,253
+53
| +1% | +$24K | 0.22% | 124 |
|
|
2023
Q3 | $2.13M | Sell |
5,200
-111
| -2% | -$45.4K | 0.22% | 119 |
|
|
2023
Q2 | $2.45M | Sell |
5,311
-340
| -6% | -$157K | 0.26% | 108 |
|
|
2023
Q1 | $2.67M | Sell |
5,651
-1,450
| -20% | -$685K | 0.29% | 104 |
|
|
2022
Q4 | $3.45M | Buy |
+7,101
| New | +$3.45M | 0.41% | 84 |
|