MWM
Mascoma Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
225
| – | – | 0.02% | 128 |
|
|
2025
Q1 | $101K | Sell |
225
-145
| -39% | -$64.8K | 0.03% | 132 |
|
|
2024
Q4 | $180K | Sell |
370
-60
| -14% | -$29.2K | 0.05% | 100 |
|
|
2024
Q3 | $251K | Sell |
430
-35
| -8% | -$20.5K | 0.06% | 85 |
|
|
2024
Q2 | $217K | Buy |
465
+75
| +19% | +$35K | 0.06% | 89 |
|
|
2024
Q1 | $177K | Hold |
390
| – | – | 0.05% | 102 |
|
|
2023
Q4 | $177K | Sell |
390
-10
| -3% | -$4.53K | 0.05% | 105 |
|
|
2023
Q3 | $164K | Buy |
400
+10
| +3% | +$4.09K | 0.05% | 111 |
|
|
2023
Q2 | $175K | Sell |
390
-16
| -4% | -$7.19K | 0.05% | 111 |
|
|
2023
Q1 | $189K | Sell |
406
-44
| -10% | -$20.4K | 0.06% | 127 |
|
|
2022
Q4 | $219K | Hold |
450
| – | – | 0.07% | 107 |
|
|
2022
Q3 | $174K | Hold |
450
| – | – | 0.06% | 122 |
|
|
2022
Q2 | $193K | Hold |
450
| – | – | 0.07% | 115 |
|
|
2022
Q1 | $199K | Buy |
450
+15
| +3% | +$6.63K | 0.06% | 123 |
|
|
2021
Q4 | $155K | Buy |
435
+25
| +6% | +$8.91K | 0.05% | 124 |
|
|
2021
Q3 | $141K | Buy |
+410
| New | +$141K | 0.05% | 125 |
|
|
2021
Q2 | – | Sell |
-375
| Closed | -$139K | – | 305 |
|
|
2021
Q1 | $139K | Buy |
+375
| New | +$139K | 0.06% | 126 |
|
|
2019
Q3 | – | Sell |
-375
| Closed | -$136K | – | 235 |
|
|
2019
Q2 | $136K | Hold |
375
| – | – | 0.09% | 96 |
|
|
2019
Q1 | $113K | Hold |
375
| – | – | 0.08% | 101 |
|
|
2018
Q4 | $98K | Hold |
375
| – | – | 0.07% | 105 |
|
|
2018
Q3 | $130K | Hold |
375
| – | – | 0.09% | 102 |
|
|
2018
Q2 | $111K | Hold |
375
| – | – | 0.08% | 106 |
|
|
2018
Q1 | $127K | Hold |
375
| – | – | 0.08% | 96 |
|
|
2017
Q4 | $132K | Hold |
375
| – | – | 0.08% | 88 |
|
|
2017
Q3 | $116K | Sell |
375
-3
| -0.8% | -$928 | 0.08% | 101 |
|
|
2017
Q2 | $105K | Buy |
378
+3
| +0.8% | +$833 | 0.07% | 110 |
|
|
2017
Q1 | $100K | Hold |
375
| – | – | 0.07% | 100 |
|
|
2016
Q4 | $94K | Buy |
+375
| New | +$94K | 0.07% | 104 |
|