LWA
Lowe Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.7K | Hold |
144
| – | – | 0.03% | 121 |
|
|
2025
Q1 | $64.3K | Sell |
144
-23
| -14% | -$10.3K | 0.03% | 115 |
|
|
2024
Q4 | $81.2K | Sell |
167
-15
| -8% | -$7.29K | 0.03% | 99 |
|
|
2024
Q3 | $106K | Sell |
182
-5
| -3% | -$2.92K | 0.05% | 74 |
|
|
2024
Q2 | $87.3K | Sell |
187
-30
| -14% | -$14K | 0.04% | 84 |
|
|
2024
Q1 | $98.7K | Sell |
217
-85
| -28% | -$38.7K | 0.05% | 81 |
|
|
2023
Q4 | $137K | Hold |
302
| – | – | 0.07% | 60 |
|
|
2023
Q3 | $124K | Hold |
302
| – | – | 0.07% | 62 |
|
|
2023
Q2 | $139K | Sell |
302
-70
| -19% | -$32.2K | 0.07% | 61 |
|
|
2023
Q1 | $176K | Sell |
372
-5
| -1% | -$2.36K | 0.09% | 49 |
|
|
2022
Q4 | $183K | Hold |
377
| – | – | 0.1% | 50 |
|
|
2022
Q3 | $146K | Sell |
377
-77
| -17% | -$29.8K | 0.09% | 49 |
|
|
2022
Q2 | $195K | Sell |
454
-100
| -18% | -$43K | 0.11% | 46 |
|
|
2022
Q1 | $245K | Hold |
554
| – | – | 0.11% | 45 |
|
|
2021
Q4 | $197K | Hold |
554
| – | – | 0.09% | 47 |
|
|
2021
Q3 | $191K | Hold |
554
| – | – | 0.09% | 47 |
|
|
2021
Q2 | $210K | Hold |
554
| – | – | 0.1% | 40 |
|
|
2021
Q1 | $205K | Sell |
554
-20
| -3% | -$7.4K | 0.1% | 40 |
|
|
2020
Q4 | $204K | Sell |
574
-100
| -15% | -$35.5K | 0.1% | 35 |
|
|
2020
Q3 | $258K | Sell |
674
-32
| -5% | -$12.2K | 0.14% | 28 |
|
|
2020
Q2 | $258K | Hold |
706
| – | – | 0.15% | 28 |
|
|
2020
Q1 | $239K | Sell |
706
-200
| -22% | -$67.7K | 0.17% | 26 |
|
|
2019
Q4 | $353K | Buy |
906
+92
| +11% | +$35.8K | 0.2% | 26 |
|
|
2019
Q3 | $318K | Hold |
814
| – | – | 0.19% | 28 |
|
|
2019
Q2 | $296K | Hold |
814
| – | – | 0.18% | 27 |
|
|
2019
Q1 | $244K | Hold |
814
| – | – | 0.15% | 28 |
|
|
2018
Q4 | $213K | Sell |
814
-413
| -34% | -$108K | 0.15% | 27 |
|
|
2018
Q3 | $424K | Buy |
1,227
+13
| +1% | +$4.49K | 0.25% | 25 |
|
|
2018
Q2 | $359K | Sell |
1,214
-81
| -6% | -$24K | 0.22% | 26 |
|
|
2018
Q1 | $437K | Buy |
1,295
+6
| +0.5% | +$2.03K | 0.27% | 25 |
|
|
2017
Q4 | $414K | Sell |
1,289
-1,030
| -44% | -$331K | 0.25% | 26 |
|
|
2017
Q3 | $719K | Buy |
2,319
+101
| +5% | +$31.3K | 0.45% | 26 |
|
|
2017
Q2 | $616K | Sell |
2,218
-2,059
| -48% | -$572K | 0.39% | 26 |
|
|
2017
Q1 | $1.15M | Buy |
4,277
+4,159
| +3,525% | +$1.11M | 0.75% | 19 |
|
|
2016
Q4 | $29K | Sell |
118
-100
| -46% | -$24.6K | 0.02% | 76 |
|
|
2016
Q3 | $52K | Buy |
218
+100
| +85% | +$23.9K | 0.04% | 57 |
|
|
2016
Q2 | $29K | Buy |
118
+4
| +4% | +$983 | 0.02% | 74 |
|
|
2016
Q1 | $25K | Hold |
114
| – | – | 0.02% | 84 |
|
|
2015
Q4 | $25K | Hold |
114
| – | – | 0.02% | 75 |
|
|
2015
Q3 | $24K | Hold |
114
| – | – | 0.02% | 78 |
|
|
2015
Q2 | $21K | Hold |
114
| – | – | 0.01% | 100 |
|
|
2015
Q1 | $23K | Hold |
114
| – | – | 0.02% | 94 |
|
|
2014
Q4 | $22K | Buy |
+114
| New | +$22K | 0.02% | 97 |
|