LWM
Lakeridge Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Buy |
742
+4
| +0.5% | +$1.85K | 0.16% | 109 |
|
|
2025
Q1 | $330K | Buy |
738
+30
| +4% | +$13.4K | 0.16% | 110 |
|
|
2024
Q4 | $344K | Buy |
708
+4
| +0.6% | +$1.94K | 0.18% | 106 |
|
|
2024
Q3 | $412K | Sell |
704
-86
| -11% | -$50.3K | 0.23% | 86 |
|
|
2024
Q2 | $369K | Buy |
790
+3
| +0.4% | +$1.4K | 0.22% | 92 |
|
|
2024
Q1 | $358K | Sell |
787
-15
| -2% | -$6.83K | 0.23% | 85 |
|
|
2023
Q4 | $364K | Buy |
+802
| New | +$364K | 0.26% | 79 |
|