Financial Synergies Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-91
| Closed | -$41.3K | – | 282 |
|
|
2024
Q1 | $41.3K | Buy |
91
+21
| +30% | +$9.52K | 0.01% | 142 |
|
|
2023
Q4 | $34.1K | Sell |
70
-20
| -22% | -$9.73K | 0.01% | 112 |
|
|
2023
Q3 | $36.8K | Hold |
90
| – | – | 0.01% | 132 |
|
|
2023
Q2 | $41.3K | Sell |
90
-16
| -15% | -$7.34K | 0.01% | 118 |
|
|
2023
Q1 | $50.3K | Buy |
106
+36
| +51% | +$17.1K | 0.01% | 110 |
|
|
2022
Q4 | $34.1K | Buy |
70
+36
| +106% | +$17.5K | 0.01% | 112 |
|
|
2022
Q3 | $13.1K | Hold |
34
| – | – | ﹤0.01% | 143 |
|
|
2022
Q2 | $14.6K | Buy |
+34
| New | +$14.6K | ﹤0.01% | 147 |
|