MTWM
Masso Torrence Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $625K | Buy |
1,349
+12
| +0.9% | +$5.56K | 0.29% | 55 |
|
|
2025
Q1 | $597K | Buy |
1,337
+106
| +9% | +$47.4K | 0.32% | 54 |
|
|
2024
Q4 | $598K | Buy |
1,231
+56
| +5% | +$27.2K | 0.31% | 51 |
|
|
2024
Q3 | $687K | Sell |
1,175
-16
| -1% | -$9.35K | 0.37% | 48 |
|
|
2024
Q2 | $556K | Buy |
1,191
+60
| +5% | +$28K | 0.31% | 53 |
|
|
2024
Q1 | $514K | Buy |
1,131
+169
| +18% | +$76.9K | 0.31% | 56 |
|
|
2023
Q4 | $436K | Buy |
962
+204
| +27% | +$92.5K | 0.3% | 53 |
|
|
2023
Q3 | $310K | Sell |
758
-44
| -5% | -$18K | 0.24% | 64 |
|
|
2023
Q2 | $369K | Buy |
802
+13
| +2% | +$5.99K | 0.27% | 64 |
|
|
2023
Q1 | $373K | Buy |
789
+27
| +4% | +$12.8K | 0.3% | 65 |
|
|
2022
Q4 | $371K | Sell |
762
-17
| -2% | -$8.27K | 0.3% | 67 |
|
|
2022
Q3 | $301K | Buy |
779
+292
| +60% | +$113K | 0.27% | 63 |
|
|
2022
Q2 | $209K | Buy |
+487
| New | +$209K | 0.18% | 76 |
|
|
2022
Q1 | – | Sell |
-227
| Closed | -$81K | – | 234 |
|
|
2021
Q4 | $81K | Buy |
+227
| New | +$81K | 0.06% | 120 |
|