ONSWM
Old North State Wealth Management’s Lockheed Martin LMT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $490K | Buy |
1,052
+28
| +3% | +$13.1K | 0.26% | 73 |
|
2025
Q1 | $461K | Buy |
1,024
+159
| +18% | +$71.5K | 0.26% | 69 |
|
2024
Q4 | $423K | Buy |
865
+142
| +20% | +$69.4K | 0.24% | 71 |
|
2024
Q3 | $425K | Sell |
723
-21
| -3% | -$12.3K | 0.24% | 62 |
|
2024
Q2 | $350K | Buy |
+744
| New | +$350K | 0.23% | 60 |
|