OWA
Opal Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $181K | Sell |
391
-28
| -7% | -$13K | 0.05% | 207 |
|
|
2025
Q1 | $187K | Sell |
419
-10
| -2% | -$4.46K | 0.06% | 192 |
|
|
2024
Q4 | $208K | Sell |
429
-40
| -9% | -$19.4K | 0.06% | 184 |
|
|
2024
Q3 | $274K | Sell |
469
-56
| -11% | -$32.7K | 0.09% | 138 |
|
|
2024
Q2 | $245K | Sell |
525
-87
| -14% | -$40.7K | 0.08% | 144 |
|
|
2024
Q1 | $279K | Sell |
612
-85
| -12% | -$38.7K | 0.09% | 131 |
|
|
2023
Q4 | $316K | Buy |
697
+45
| +7% | +$20.4K | 0.12% | 123 |
|
|
2023
Q3 | $267K | Sell |
652
-47
| -7% | -$19.2K | 0.16% | 115 |
|
|
2023
Q2 | $322K | Buy |
699
+34
| +5% | +$15.7K | 0.16% | 84 |
|
|
2023
Q1 | $314K | Buy |
665
+17
| +3% | +$8.04K | 0.18% | 67 |
|
|
2022
Q4 | $315K | Sell |
648
-59
| -8% | -$28.7K | 0.17% | 76 |
|
|
2022
Q3 | $273K | Buy |
707
+23
| +3% | +$8.88K | 0.2% | 70 |
|
|
2022
Q2 | $294K | Buy |
684
+23
| +3% | +$9.89K | 0.19% | 71 |
|
|
2022
Q1 | $292K | Sell |
661
-15
| -2% | -$6.63K | 0.25% | 68 |
|
|
2021
Q4 | $240K | Buy |
+676
| New | +$240K | 0.15% | 104 |
|