PWM
PBMares Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Hold |
3,723
| – | – | 0.32% | 41 |
|
|
2025
Q1 | $1.66M | Sell |
3,723
-22
| -0.6% | -$9.83K | 0.33% | 41 |
|
|
2024
Q4 | $1.82M | Buy |
3,745
+22
| +0.6% | +$10.7K | 0.37% | 39 |
|
|
2024
Q3 | $2.18M | Buy |
3,723
+10
| +0.3% | +$5.85K | 0.45% | 33 |
|
|
2024
Q2 | $1.73M | Hold |
3,713
| – | – | 0.43% | 39 |
|
|
2024
Q1 | $1.69M | Hold |
3,713
| – | – | 0.44% | 39 |
|
|
2023
Q4 | $1.68M | Hold |
3,713
| – | – | 0.51% | 34 |
|
|
2023
Q3 | $1.52M | Buy |
3,713
+91
| +3% | +$37.2K | 0.55% | 33 |
|
|
2023
Q2 | $1.67M | Hold |
3,622
| – | – | 0.6% | 31 |
|
|
2023
Q1 | $1.71M | Hold |
3,622
| – | – | 0.64% | 26 |
|
|
2022
Q4 | $1.76M | Buy |
3,622
+2
| +0.1% | +$973 | 0.71% | 24 |
|
|
2022
Q3 | $1.4M | Buy |
3,620
+20
| +0.6% | +$7.72K | 0.61% | 32 |
|
|
2022
Q2 | $1.55M | Hold |
3,600
| – | – | 0.66% | 28 |
|
|
2022
Q1 | $1.59M | Sell |
3,600
-24
| -0.7% | -$10.6K | 0.98% | 18 |
|
|
2021
Q4 | $1.29M | Buy |
3,624
+24
| +0.7% | +$8.53K | 0.54% | 35 |
|
|
2021
Q3 | $1.24M | Hold |
3,600
| – | – | 0.59% | 32 |
|
|
2021
Q2 | $1.36M | Hold |
3,600
| – | – | 0.74% | 26 |
|
|
2021
Q1 | $1.33M | Sell |
3,600
-101
| -3% | -$37.3K | 1.09% | 23 |
|
|
2020
Q4 | $1.31M | Buy |
3,701
+101
| +3% | +$35.9K | 1.51% | 12 |
|
|
2020
Q3 | $1.38M | Hold |
3,600
| – | – | 2.03% | 8 |
|
|
2020
Q2 | $1.31M | Hold |
3,600
| – | – | 1.98% | 9 |
|
|
2020
Q1 | $1.22M | Hold |
3,600
| – | – | 1.92% | 10 |
|
|
2019
Q4 | $1.4M | Buy |
+3,600
| New | +$1.4M | 1.67% | 11 |
|