DWAM
Duncan Williams Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,546
| Closed | -$751K | – | 149 |
|
|
2024
Q4 | $751K | Sell |
1,546
-116
| -7% | -$56.4K | 0.3% | 61 |
|
|
2024
Q3 | $971K | Sell |
1,662
-237
| -12% | -$139K | 0.54% | 35 |
|
|
2024
Q2 | $887K | Sell |
1,899
-72
| -4% | -$33.6K | 0.75% | 23 |
|
|
2024
Q1 | $897K | Buy |
+1,971
| New | +$897K | 0.81% | 22 |
|