MGWM
Marks Group Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,224
| Closed | -$1.01M | – | 297 |
|
|
2024
Q1 | $1.01M | Sell |
2,224
-159
| -7% | -$72.3K | 0.11% | 169 |
|
|
2023
Q4 | $1.08M | Sell |
2,383
-235
| -9% | -$107K | 0.12% | 162 |
|
|
2023
Q3 | $1.07M | Sell |
2,618
-212
| -7% | -$86.7K | 0.13% | 155 |
|
|
2023
Q2 | $1.3M | Sell |
2,830
-3,158
| -53% | -$1.45M | 0.15% | 144 |
|
|
2023
Q1 | $2.83M | Buy |
5,988
+378
| +7% | +$179K | 0.36% | 96 |
|
|
2022
Q4 | $2.73M | Buy |
5,610
+433
| +8% | +$211K | 0.37% | 92 |
|
|
2022
Q3 | $2M | Buy |
5,177
+561
| +12% | +$217K | 0.3% | 99 |
|
|
2022
Q2 | $1.99M | Buy |
4,616
+661
| +17% | +$284K | 0.29% | 104 |
|
|
2022
Q1 | $1.75M | Buy |
3,955
+1,078
| +37% | +$476K | 0.22% | 115 |
|
|
2021
Q4 | $1.02M | Buy |
2,877
+567
| +25% | +$201K | 0.12% | 172 |
|
|
2021
Q3 | $795K | Buy |
2,310
+60
| +3% | +$20.6K | 0.11% | 170 |
|
|
2021
Q2 | $850K | Buy |
2,250
+86
| +4% | +$32.5K | 0.12% | 148 |
|
|
2021
Q1 | $796K | Buy |
+2,164
| New | +$796K | 0.12% | 148 |
|