GWM
Gitterman Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+442
| New | +$205K | 0.05% | 141 |
|
|
2025
Q1 | – | Sell |
-443
| Closed | -$215K | – | 149 |
|
|
2024
Q4 | $215K | Buy |
443
+1
| +0.2% | +$486 | 0.09% | 107 |
|
|
2024
Q3 | $258K | Hold |
442
| – | – | 0.11% | 81 |
|
|
2024
Q2 | $206K | Hold |
442
| – | – | 0.08% | 99 |
|
|
2024
Q1 | $201K | Hold |
442
| – | – | 0.08% | 95 |
|
|
2023
Q4 | $200K | Buy |
+442
| New | +$200K | 0.09% | 82 |
|
|
2023
Q3 | – | Sell |
-442
| Closed | -$203K | – | 96 |
|
|
2023
Q2 | $203K | Hold |
442
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $209K | Hold |
442
| – | – | 0.1% | 72 |
|
|
2022
Q4 | $215K | Buy |
+442
| New | +$215K | 0.11% | 64 |
|