EWA
EverSource Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
2,613
+84
| +3% | +$38.9K | 0.05% | 234 |
|
|
2025
Q1 | $1.13M | Buy |
2,529
+229
| +10% | +$102K | 0.06% | 223 |
|
|
2024
Q4 | $1.12M | Sell |
2,300
-815
| -26% | -$396K | 0.06% | 226 |
|
|
2024
Q3 | $1.82M | Buy |
3,115
+95
| +3% | +$55.5K | 0.12% | 150 |
|
|
2024
Q2 | $1.64M | Buy |
3,020
+1,895
| +168% | +$1.03M | 0.11% | 150 |
|
|
2024
Q1 | $523K | Buy |
1,125
+225
| +25% | +$105K | 0.04% | 261 |
|
|
2023
Q4 | $408K | Sell |
900
-417
| -32% | -$189K | 0.04% | 278 |
|
|
2023
Q3 | $539K | Sell |
1,317
-95
| -7% | -$38.9K | 0.06% | 221 |
|
|
2023
Q2 | $650K | Buy |
1,412
+9
| +0.6% | +$4.14K | 0.07% | 201 |
|
|
2023
Q1 | $663K | Buy |
1,403
+99
| +8% | +$46.8K | 0.08% | 185 |
|
|
2022
Q4 | $634K | Sell |
1,304
-282
| -18% | -$137K | 0.1% | 169 |
|
|
2022
Q3 | $614K | Sell |
1,586
-105
| -6% | -$40.6K | 0.14% | 144 |
|
|
2022
Q2 | $727K | Buy |
1,691
+102
| +6% | +$43.9K | 0.19% | 99 |
|
|
2022
Q1 | $702K | Buy |
1,589
+541
| +52% | +$239K | 0.18% | 113 |
|
|
2021
Q4 | $373K | Buy |
+1,048
| New | +$373K | 0.1% | 152 |
|