MSWM
McGlone Suttner Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $431K | Buy |
930
+51
| +6% | +$23.6K | 0.07% | 127 |
|
|
2025
Q1 | $393K | Sell |
879
-97
| -10% | -$43.3K | 0.06% | 130 |
|
|
2024
Q4 | $474K | Sell |
976
-95
| -9% | -$46.2K | 0.08% | 108 |
|
|
2024
Q3 | $626K | Buy |
1,071
+381
| +55% | +$223K | 0.13% | 86 |
|
|
2024
Q2 | $313K | Sell |
690
-219
| -24% | -$99.3K | 0.06% | 118 |
|
|
2024
Q1 | $413K | Buy |
909
+219
| +32% | +$99.6K | 0.08% | 106 |
|
|
2023
Q4 | $313K | Buy |
690
+126
| +22% | +$57.1K | 0.06% | 118 |
|
|
2023
Q3 | $232K | Buy |
564
+31
| +6% | +$12.8K | 0.05% | 127 |
|
|
2023
Q2 | $247K | Buy |
533
+32
| +6% | +$14.8K | 0.06% | 128 |
|
|
2023
Q1 | $238K | Sell |
501
-15
| -3% | -$7.14K | 0.06% | 125 |
|
|
2022
Q4 | $252K | Buy |
+516
| New | +$252K | 0.08% | 110 |
|