DWM
Darwin Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111K | Sell |
240
-506
| -68% | -$234K | 0.04% | 160 |
|
|
2025
Q1 | $363K | Hold |
746
| – | – | 0.12% | 104 |
|
|
2024
Q4 | $363K | Sell |
746
-303
| -29% | -$147K | 0.12% | 104 |
|
|
2024
Q3 | $613K | Buy |
+1,049
| New | +$613K | 0.17% | 93 |
|
|
2024
Q2 | – | Sell |
-1,107
| Closed | -$503K | – | 117 |
|
|
2024
Q1 | $503K | Sell |
1,107
-174
| -14% | -$79.1K | 0.14% | 95 |
|
|
2023
Q4 | $581K | Sell |
1,281
-2
| -0.2% | -$906 | 0.16% | 91 |
|
|
2023
Q3 | $525K | Buy |
1,283
+21
| +2% | +$8.59K | 0.14% | 92 |
|
|
2023
Q2 | $588K | Buy |
1,262
+90
| +8% | +$42K | 0.15% | 90 |
|
|
2023
Q1 | $574K | Sell |
1,172
-618
| -35% | -$303K | 0.16% | 91 |
|
|
2022
Q4 | $805K | Sell |
1,790
-129
| -7% | -$58K | 0.21% | 85 |
|
|
2022
Q3 | $762K | Sell |
1,919
-168
| -8% | -$66.7K | 0.19% | 87 |
|
|
2022
Q2 | $895K | Buy |
2,087
+193
| +10% | +$82.8K | 0.18% | 89 |
|
|
2022
Q1 | $836K | Sell |
1,894
-80
| -4% | -$35.3K | 0.14% | 97 |
|
|
2021
Q4 | $740K | Sell |
1,974
-225
| -10% | -$84.3K | 0.12% | 103 |
|
|
2021
Q3 | $759K | Sell |
2,199
-151
| -6% | -$52.1K | 0.12% | 98 |
|
|
2021
Q2 | $889K | Sell |
2,350
-211
| -8% | -$79.8K | 0.14% | 88 |
|
|
2021
Q1 | $946K | Sell |
2,561
-331
| -11% | -$122K | 0.17% | 83 |
|
|
2020
Q4 | $1.03M | Sell |
2,892
-362
| -11% | -$128K | 0.19% | 82 |
|
|
2020
Q3 | $1.25M | Sell |
3,254
-4,498
| -58% | -$1.72M | 0.27% | 72 |
|
|
2020
Q2 | $2.83M | Sell |
7,752
-108
| -1% | -$39.4K | 0.72% | 52 |
|
|
2020
Q1 | $2.66M | Buy |
7,860
+459
| +6% | +$156K | 0.85% | 41 |
|
|
2019
Q4 | $2.88M | Buy |
7,401
+87
| +1% | +$33.9K | 0.77% | 51 |
|
|
2019
Q3 | $2.85M | Buy |
7,314
+190
| +3% | +$74.1K | 0.84% | 45 |
|
|
2019
Q2 | $2.59M | Buy |
7,124
+161
| +2% | +$58.5K | 0.8% | 53 |
|
|
2019
Q1 | $2.09M | Buy |
6,963
+144
| +2% | +$43.2K | 0.69% | 60 |
|
|
2018
Q4 | $1.79M | Sell |
6,819
-198
| -3% | -$51.9K | 1.25% | 26 |
|
|
2018
Q3 | $2.41M | Buy |
7,017
+883
| +14% | +$303K | 1.35% | 22 |
|
|
2018
Q2 | $1.81M | Buy |
6,134
+552
| +10% | +$163K | 1.18% | 25 |
|
|
2018
Q1 | $1.88M | Buy |
5,582
+774
| +16% | +$261K | 1.36% | 23 |
|
|
2017
Q4 | $1.54M | Buy |
4,808
+574
| +14% | +$184K | 0.66% | 59 |
|
|
2017
Q3 | $1.31M | Buy |
4,234
+952
| +29% | +$295K | 1.27% | 24 |
|
|
2017
Q2 | $911K | Buy |
3,282
+1,709
| +109% | +$474K | 0.5% | 62 |
|
|
2017
Q1 | $421K | Buy |
1,573
+326
| +26% | +$87.3K | 0.24% | 87 |
|
|
2016
Q4 | $312K | Buy |
1,247
+45
| +4% | +$11.3K | 0.21% | 85 |
|
|
2016
Q3 | $288K | Sell |
1,202
-80
| -6% | -$19.2K | 0.22% | 74 |
|
|
2016
Q2 | $318K | Buy |
+1,282
| New | +$318K | 0.27% | 71 |
|