PWA
Phoenix Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
1,211
-10
| -0.8% | -$4.63K | 0.23% | 75 |
|
|
2025
Q1 | $545K | Buy |
1,221
+92
| +8% | +$41.1K | 0.24% | 76 |
|
|
2024
Q4 | $549K | Sell |
1,129
-28
| -2% | -$13.6K | 0.24% | 72 |
|
|
2024
Q3 | $676K | Sell |
1,157
-910
| -44% | -$532K | 0.31% | 64 |
|
|
2024
Q2 | $965K | Sell |
2,067
-365
| -15% | -$170K | 0.48% | 48 |
|
|
2024
Q1 | $1.11M | Sell |
2,432
-1,560
| -39% | -$710K | 0.67% | 39 |
|
|
2023
Q4 | $1.82M | Sell |
3,992
-349
| -8% | -$159K | 1.27% | 31 |
|
|
2023
Q3 | $1.78M | Sell |
4,341
-13
| -0.3% | -$5.32K | 1.04% | 30 |
|
|
2023
Q2 | $2M | Sell |
4,354
-323
| -7% | -$149K | 1.17% | 29 |
|
|
2023
Q1 | $2.21M | Sell |
4,677
-125
| -3% | -$59.1K | 1.37% | 23 |
|
|
2022
Q4 | $2.34M | Sell |
4,802
-122
| -2% | -$59.4K | 1.4% | 20 |
|
|
2022
Q3 | $1.9M | Sell |
4,924
-253
| -5% | -$97.7K | 1.9% | 21 |
|
|
2022
Q2 | $2.23M | Buy |
+5,177
| New | +$2.23M | 2.19% | 18 |
|
|
2022
Q1 | – | Sell |
-5,486
| Closed | -$1.95M | – | 114 |
|
|
2021
Q4 | $1.95M | Sell |
5,486
-381
| -6% | -$135K | 1.47% | 25 |
|
|
2021
Q3 | $2.03M | Buy |
5,867
+109
| +2% | +$37.6K | 1.51% | 25 |
|
|
2021
Q2 | $2.18M | Buy |
5,758
+93
| +2% | +$35.2K | 1.57% | 22 |
|
|
2021
Q1 | $2.1M | Buy |
5,665
+269
| +5% | +$99.8K | 1.63% | 24 |
|
|
2020
Q4 | $1.92M | Buy |
+5,396
| New | +$1.92M | 1.45% | 27 |
|