DWM
Diversify Wealth Management’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.41M | Buy |
7,900
+1,031
| +15% | +$445K | 0.21% | 134 |
|
2025
Q1 | $3.27M | Buy |
6,869
+1,342
| +24% | +$639K | 0.24% | 121 |
|
2024
Q4 | $2.59M | Buy |
5,527
+1,528
| +38% | +$715K | 0.2% | 130 |
|
2024
Q3 | $2.28M | Buy |
3,999
+832
| +26% | +$475K | 0.22% | 119 |
|
2024
Q2 | $1.73M | Buy |
+3,167
| New | +$1.73M | 0.21% | 107 |
|