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Holistic Planning’s Lockheed Martin LMT Stock Holding History

Holistic Planning’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$232K Sell
502
-22
-4% -$10.2K 0.07% 201
2025
Q1 		$234K Sell
524
-15
-3% -$6.7K 0.08% 170
2024
Q4 		$262K Buy
539
+51
+10% +$24.8K 0.09% 146
2024
Q3 		$285K Buy
+488
New +$285K 0.12% 120