FMWA
Forvis Mazars Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $545K | Buy |
1,178
+45
| +4% | +$20.8K | 0.01% | 271 |
|
|
2025
Q1 | $506K | Buy |
1,133
+88
| +8% | +$39.3K | 0.01% | 280 |
|
|
2024
Q4 | $508K | Sell |
1,045
-25
| -2% | -$12.1K | 0.01% | 305 |
|
|
2024
Q3 | $626K | Sell |
1,070
-30
| -3% | -$17.5K | 0.01% | 286 |
|
|
2024
Q2 | $514K | Sell |
1,100
-13
| -1% | -$6.07K | 0.01% | 286 |
|
|
2024
Q1 | $506K | Buy |
1,113
+109
| +11% | +$49.6K | 0.01% | 290 |
|
|
2023
Q4 | $455K | Buy |
1,004
+74
| +8% | +$33.6K | 0.01% | 292 |
|
|
2023
Q3 | $381K | Buy |
930
+13
| +1% | +$5.32K | 0.01% | 306 |
|
|
2023
Q2 | $422K | Sell |
917
-319
| -26% | -$147K | 0.01% | 313 |
|
|
2023
Q1 | $584K | Buy |
1,236
+66
| +6% | +$31.2K | 0.02% | 250 |
|
|
2022
Q4 | $569K | Buy |
1,170
+24
| +2% | +$11.7K | 0.02% | 244 |
|
|
2022
Q3 | $443K | Sell |
1,146
-73
| -6% | -$28.2K | 0.02% | 269 |
|
|
2022
Q2 | $525K | Buy |
1,219
+250
| +26% | +$108K | 0.02% | 242 |
|
|
2022
Q1 | $428K | Buy |
969
+69
| +8% | +$30.5K | 0.02% | 203 |
|
|
2021
Q4 | $320K | Buy |
900
+180
| +25% | +$64K | 0.01% | 221 |
|
|
2021
Q3 | $248K | Buy |
720
+13
| +2% | +$4.48K | 0.01% | 243 |
|
|
2021
Q2 | $267K | Sell |
707
-18
| -2% | -$6.8K | 0.01% | 233 |
|
|
2021
Q1 | $268K | Sell |
725
-1,761
| -71% | -$651K | 0.01% | 243 |
|
|
2020
Q4 | $882K | Buy |
2,486
+424
| +21% | +$150K | 0.04% | 159 |
|
|
2020
Q3 | $790K | Buy |
2,062
+97
| +5% | +$37.2K | 0.05% | 152 |
|
|
2020
Q2 | $717K | Buy |
1,965
+437
| +29% | +$159K | 0.05% | 158 |
|
|
2020
Q1 | $518K | Buy |
1,528
+932
| +156% | +$316K | 0.04% | 165 |
|
|
2019
Q4 | $232K | Buy |
596
+44
| +8% | +$17.1K | 0.02% | 265 |
|
|
2019
Q3 | $215K | Buy |
+552
| New | +$215K | 0.02% | 244 |
|
|
2018
Q4 | – | Sell |
-601
| Closed | -$208K | – | 240 |
|
|
2018
Q3 | $208K | Buy |
+601
| New | +$208K | 0.02% | 224 |
|
|
2018
Q1 | – | Sell |
-1,045
| Closed | -$335K | – | 250 |
|
|
2017
Q4 | $335K | Sell |
1,045
-29
| -3% | -$9.3K | 0.03% | 188 |
|
|
2017
Q3 | $333K | Buy |
1,074
+88
| +9% | +$27.3K | 0.04% | 174 |
|
|
2017
Q2 | $274K | Sell |
986
-7
| -0.7% | -$1.95K | 0.03% | 195 |
|
|
2017
Q1 | $266K | Buy |
+993
| New | +$266K | 0.03% | 187 |
|