OCPWS
One Charles Private Wealth Services’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
+503
| New | +$233K | 0.07% | 142 |
|
|
2025
Q1 | – | Sell |
-425
| Closed | -$206K | – | 153 |
|
|
2024
Q4 | $206K | Buy |
425
+1
| +0.2% | +$486 | 0.07% | 146 |
|
|
2024
Q3 | $248K | Buy |
+424
| New | +$248K | 0.09% | 130 |
|
|
2023
Q1 | – | Sell |
-420
| Closed | -$204K | – | 121 |
|
|
2022
Q4 | $204K | Buy |
+420
| New | +$204K | 0.13% | 114 |
|