JWA
JFS Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
599
+268
| +81% | +$124K | 0.02% | 269 |
|
|
2025
Q1 | $148K | Sell |
331
-10
| -3% | -$4.47K | 0.01% | 331 |
|
|
2024
Q4 | $166K | Sell |
341
-31
| -8% | -$15.1K | 0.01% | 311 |
|
|
2024
Q3 | $217K | Buy |
372
+2
| +0.5% | +$1.17K | 0.01% | 279 |
|
|
2024
Q2 | $173K | Sell |
370
-8
| -2% | -$3.74K | 0.01% | 254 |
|
|
2024
Q1 | $172K | Sell |
378
-44
| -10% | -$20K | 0.01% | 253 |
|
|
2023
Q4 | $191K | Buy |
422
+43
| +11% | +$19.5K | 0.02% | 241 |
|
|
2023
Q3 | $155K | Sell |
379
-19
| -5% | -$7.77K | 0.01% | 246 |
|
|
2023
Q2 | $183K | Sell |
398
-20
| -5% | -$9.21K | 0.02% | 228 |
|
|
2023
Q1 | $198K | Buy |
418
+5
| +1% | +$2.36K | 0.02% | 216 |
|
|
2022
Q4 | $201K | Sell |
413
-22
| -5% | -$10.7K | 0.02% | 214 |
|
|
2022
Q3 | $168K | Buy |
435
+1
| +0.2% | +$386 | 0.02% | 232 |
|
|
2022
Q2 | $187K | Buy |
434
+122
| +39% | +$52.6K | 0.02% | 216 |
|
|
2022
Q1 | $138K | Buy |
312
+50
| +19% | +$22.1K | 0.01% | 263 |
|
|
2021
Q4 | $93K | Sell |
262
-398
| -60% | -$141K | 0.01% | 318 |
|
|
2021
Q3 | $228K | Buy |
660
+103
| +18% | +$35.6K | 0.02% | 211 |
|
|
2021
Q2 | $211K | Sell |
557
-57
| -9% | -$21.6K | 0.03% | 164 |
|
|
2021
Q1 | $227K | Sell |
614
-10
| -2% | -$3.7K | 0.05% | 140 |
|
|
2020
Q4 | $222K | Buy |
624
+17
| +3% | +$6.05K | 0.05% | 137 |
|
|
2020
Q3 | $233K | Buy |
607
+3
| +0.5% | +$1.15K | 0.06% | 126 |
|
|
2020
Q2 | $221K | Buy |
604
+3
| +0.5% | +$1.1K | 0.06% | 128 |
|
|
2020
Q1 | $204K | Buy |
601
+446
| +288% | +$151K | 0.06% | 124 |
|
|
2019
Q4 | $60K | Buy |
155
+7
| +5% | +$2.71K | 0.01% | 229 |
|
|
2019
Q3 | $58K | Hold |
148
| – | – | 0.01% | 227 |
|
|
2019
Q2 | $54K | Hold |
148
| – | – | 0.01% | 234 |
|
|
2019
Q1 | $44K | Sell |
148
-50
| -25% | -$14.9K | 0.01% | 234 |
|
|
2018
Q4 | $52K | Buy |
198
+50
| +34% | +$13.1K | 0.01% | 227 |
|
|
2018
Q3 | $51K | Hold |
148
| – | – | 0.01% | 246 |
|
|
2018
Q2 | $44K | Hold |
148
| – | – | 0.01% | 252 |
|
|
2018
Q1 | $50K | Hold |
148
| – | – | 0.01% | 246 |
|
|
2017
Q4 | $48K | Hold |
148
| – | – | 0.01% | 257 |
|
|
2017
Q3 | $46K | Hold |
148
| – | – | 0.01% | 251 |
|
|
2017
Q2 | $41K | Hold |
148
| – | – | 0.01% | 236 |
|
|
2017
Q1 | $37K | Hold |
148
| – | – | 0.01% | 251 |
|
|
2016
Q4 | $37K | Hold |
148
| – | – | 0.01% | 251 |
|
|
2016
Q3 | $35K | Hold |
148
| – | – | 0.01% | 273 |
|
|
2016
Q2 | $37K | Sell |
148
-4
| -3% | -$1K | 0.01% | 284 |
|
|
2016
Q1 | $34K | Buy |
152
+4
| +3% | +$895 | 0.01% | 273 |
|
|
2015
Q4 | $32K | Hold |
148
| – | – | 0.01% | 281 |
|
|
2015
Q3 | $31K | Sell |
148
-130
| -47% | -$27.2K | 0.01% | 242 |
|
|
2015
Q2 | $52K | Sell |
278
-12
| -4% | -$2.25K | 0.03% | 179 |
|
|
2015
Q1 | $59K | Sell |
290
-4
| -1% | -$814 | 0.03% | 170 |
|
|
2014
Q4 | $57K | Buy |
294
+9
| +3% | +$1.75K | 0.01% | 172 |
|
|
2014
Q3 | $52K | Sell |
285
-12
| -4% | -$2.19K | 0.01% | 176 |
|
|
2014
Q2 | $48K | Buy |
+297
| New | +$48K | 0.01% | 192 |
|