LWAM
Legacy Wealth Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $683K | Hold |
1,474
| – | – | 0.17% | 177 |
|
|
2025
Q1 | $658K | Sell |
1,474
-30
| -2% | -$13.4K | 0.18% | 178 |
|
|
2024
Q4 | $731K | Sell |
1,504
-36
| -2% | -$17.5K | 0.2% | 149 |
|
|
2024
Q3 | $900K | Sell |
1,540
-20
| -1% | -$11.7K | 0.24% | 108 |
|
|
2024
Q2 | $729K | Sell |
1,560
-35
| -2% | -$16.3K | 0.21% | 133 |
|
|
2024
Q1 | $726K | Buy |
1,595
+40
| +3% | +$18.2K | 0.2% | 145 |
|
|
2023
Q4 | $705K | Buy |
1,555
+1
| +0.1% | +$453 | 0.23% | 136 |
|
|
2023
Q3 | $636K | Hold |
1,554
| – | – | 0.23% | 137 |
|
|
2023
Q2 | $715K | Sell |
1,554
-6
| -0.4% | -$2.76K | 0.25% | 123 |
|
|
2023
Q1 | $737K | Sell |
1,560
-14
| -0.9% | -$6.62K | 0.27% | 119 |
|
|
2022
Q4 | $766K | Sell |
1,574
-11
| -0.7% | -$5.35K | 0.29% | 115 |
|
|
2022
Q3 | $612K | Sell |
1,585
-865
| -35% | -$334K | 0.27% | 132 |
|
|
2022
Q2 | $1.05M | Sell |
2,450
-50
| -2% | -$21.5K | 0.43% | 66 |
|
|
2022
Q1 | $1.1M | Buy |
2,500
+93
| +4% | +$41.1K | 0.39% | 77 |
|
|
2021
Q4 | $855K | Buy |
2,407
+344
| +17% | +$122K | 0.29% | 135 |
|
|
2021
Q3 | $712K | Buy |
2,063
+73
| +4% | +$25.2K | 0.33% | 128 |
|
|
2021
Q2 | $753K | Buy |
1,990
+86
| +5% | +$32.5K | 0.33% | 125 |
|
|
2021
Q1 | $704K | Buy |
1,904
+147
| +8% | +$54.4K | 0.33% | 127 |
|
|
2020
Q4 | $624K | Buy |
+1,757
| New | +$624K | 0.31% | 132 |
|