LWM
Lodestone Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-358
| Closed | -$209K | – | 157 |
|
|
2024
Q3 | $209K | Buy |
+358
| New | +$209K | 0.1% | 144 |
|
|
2023
Q3 | – | Sell |
-454
| Closed | -$209K | – | 132 |
|
|
2023
Q2 | $209K | Buy |
454
+1
| +0.2% | +$460 | 0.14% | 127 |
|
|
2023
Q1 | $214K | Buy |
453
+1
| +0.2% | +$473 | 0.17% | 124 |
|
|
2022
Q4 | $220K | Buy |
+452
| New | +$220K | 0.18% | 114 |
|