One Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $336K | Buy |
726
+221
| +44% | +$102K | 0.05% | 209 |
|
2025
Q1 | $226K | Buy |
+505
| New | +$226K | 0.03% | 260 |
|
2024
Q4 | – | Sell |
-380
| Closed | -$222K | – | 272 |
|
2024
Q3 | $222K | Buy |
+380
| New | +$222K | 0.03% | 243 |
|
2023
Q1 | – | Sell |
-321
| Closed | -$156K | – | 429 |
|
2022
Q4 | $156K | Buy |
+321
| New | +$156K | 0.04% | 226 |
|