MWA
Monograph Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
925
+7
| +0.8% | +$3.24K | 0.05% | 89 |
|
|
2025
Q1 | $410K | Buy |
918
+7
| +0.8% | +$3.13K | 0.06% | 79 |
|
|
2024
Q4 | $443K | Buy |
911
+6
| +0.7% | +$2.92K | 0.06% | 76 |
|
|
2024
Q3 | $529K | Sell |
905
-245
| -21% | -$143K | 0.07% | 72 |
|
|
2024
Q2 | $537K | Buy |
1,150
+6
| +0.5% | +$2.8K | 0.08% | 65 |
|
|
2024
Q1 | $520K | Sell |
1,144
-1,003
| -47% | -$456K | 0.08% | 93 |
|
|
2023
Q4 | $973K | Buy |
2,147
+17
| +0.8% | +$7.71K | 0.17% | 41 |
|
|
2023
Q3 | $871K | Buy |
2,130
+388
| +22% | +$159K | 0.17% | 49 |
|
|
2023
Q2 | $802K | Buy |
1,742
+11
| +0.6% | +$5.07K | 0.17% | 39 |
|
|
2023
Q1 | $818K | Sell |
1,731
-139
| -7% | -$65.7K | 0.19% | 33 |
|
|
2022
Q4 | $910K | Buy |
+1,870
| New | +$910K | 0.24% | 33 |
|
|
2022
Q3 | – | Sell |
-1,699
| Closed | -$730K | – | 74 |
|
|
2022
Q2 | $730K | Sell |
1,699
-47
| -3% | -$20.2K | 0.21% | 34 |
|
|
2022
Q1 | $771K | Buy |
1,746
+47
| +3% | +$20.8K | 0.19% | 39 |
|
|
2021
Q4 | $604K | Buy |
+1,699
| New | +$604K | 0.15% | 47 |
|