Invenio Wealth Partners’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$220K Buy
+474
New +$220K 0.09% 90
2025
Q1
Sell
-414
Closed -$201K 99
2024
Q4
$201K Buy
414
+24
+6% +$11.7K 0.08% 99
2024
Q3
$228K Buy
+390
New +$228K 0.1% 94