EWM
Evermay Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $491K | Sell |
1,060
-50
| -5% | -$23.1K | 0.06% | 127 |
|
|
2025
Q1 | $496K | Sell |
1,110
-44
| -4% | -$19.6K | 0.07% | 125 |
|
|
2024
Q4 | $561K | Hold |
1,154
| – | – | 0.08% | 119 |
|
|
2024
Q3 | $674K | Hold |
1,154
| – | – | 0.11% | 108 |
|
|
2024
Q2 | $539K | Sell |
1,154
-25
| -2% | -$11.7K | 0.09% | 124 |
|
|
2024
Q1 | $536K | Buy |
1,179
+83
| +8% | +$37.7K | 0.08% | 121 |
|
|
2023
Q4 | $497K | Buy |
1,096
+577
| +111% | +$262K | 0.09% | 105 |
|
|
2023
Q3 | $212K | Buy |
519
+75
| +17% | +$30.7K | 0.04% | 166 |
|
|
2023
Q2 | $204K | Buy |
444
+10
| +2% | +$4.6K | 0.04% | 173 |
|
|
2023
Q1 | $205K | Hold |
434
| – | – | 0.04% | 169 |
|
|
2022
Q4 | $211K | Buy |
434
+25
| +6% | +$12.2K | 0.04% | 164 |
|
|
2022
Q3 | $158K | Buy |
409
+50
| +14% | +$19.3K | 0.03% | 181 |
|
|
2022
Q2 | $154K | Hold |
359
| – | – | 0.03% | 184 |
|
|
2022
Q1 | $158K | Sell |
359
-209
| -37% | -$92K | 0.03% | 210 |
|
|
2021
Q4 | $202K | Buy |
568
+32
| +6% | +$11.4K | 0.04% | 171 |
|
|
2021
Q3 | $185K | Buy |
536
+42
| +9% | +$14.5K | 0.04% | 168 |
|
|
2021
Q2 | $187K | Buy |
+494
| New | +$187K | 0.03% | 182 |
|
|
2020
Q4 | – | Sell |
-544
| Closed | -$209K | – | 171 |
|
|
2020
Q3 | $209K | Buy |
+544
| New | +$209K | 0.05% | 152 |
|
|
2020
Q1 | – | Sell |
-544
| Closed | -$212K | – | 149 |
|
|
2019
Q4 | $212K | Buy |
+544
| New | +$212K | 0.05% | 154 |
|