PWM
Prentice Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
948
-40
| -4% | -$18.5K | 0.12% | 83 |
|
|
2025
Q1 | $441K | Sell |
988
-36
| -4% | -$16.1K | 0.13% | 86 |
|
|
2024
Q4 | $498K | Buy |
1,024
+1
| +0.1% | +$486 | 0.14% | 80 |
|
|
2024
Q3 | $598K | Sell |
1,023
-18
| -2% | -$10.5K | 0.18% | 67 |
|
|
2024
Q2 | $486K | Sell |
1,041
-13
| -1% | -$6.07K | 0.16% | 79 |
|
|
2024
Q1 | $479K | Buy |
1,054
+66
| +7% | +$30K | 0.17% | 79 |
|
|
2023
Q4 | $448K | Buy |
988
+12
| +1% | +$5.44K | 0.17% | 71 |
|
|
2023
Q3 | $399K | Sell |
976
-28
| -3% | -$11.5K | 0.18% | 68 |
|
|
2023
Q2 | $462K | Buy |
1,004
+32
| +3% | +$14.7K | 0.21% | 63 |
|
|
2023
Q1 | $459K | Sell |
972
-10
| -1% | -$4.73K | 0.22% | 54 |
|
|
2022
Q4 | $478K | Sell |
982
-29
| -3% | -$14.1K | 0.24% | 46 |
|
|
2022
Q3 | $391K | Buy |
+1,011
| New | +$391K | 0.21% | 44 |
|
|
2022
Q2 | – | Sell |
-1,047
| Closed | -$464K | – | 167 |
|
|
2022
Q1 | $464K | Buy |
1,047
+29
| +3% | +$12.9K | 0.22% | 47 |
|
|
2021
Q4 | $359K | Sell |
1,018
-65
| -6% | -$22.9K | 0.17% | 61 |
|
|
2021
Q3 | $374K | Buy |
1,083
+17
| +2% | +$5.87K | 0.18% | 55 |
|
|
2021
Q2 | $403K | Buy |
1,066
+1
| +0.1% | +$378 | 0.21% | 53 |
|
|
2021
Q1 | $394K | Buy |
+1,065
| New | +$394K | 0.22% | 46 |
|