PWA
Primoris Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Sell |
456
-17
| -4% | -$7.88K | 0.14% | 89 |
|
|
2025
Q1 | $211K | Sell |
473
-7,594
| -94% | -$3.39M | 0.16% | 92 |
|
|
2024
Q4 | $3.92M | Sell |
8,067
-462
| -5% | -$225K | 2.98% | 10 |
|
|
2024
Q3 | $4.99M | Sell |
8,529
-427
| -5% | -$250K | 3.62% | 4 |
|
|
2024
Q2 | $4.18M | Buy |
8,956
+78
| +0.9% | +$36.4K | 3.34% | 8 |
|
|
2024
Q1 | $4.04M | Sell |
8,878
-37
| -0.4% | -$16.8K | 3.23% | 8 |
|
|
2023
Q4 | $4.03M | Sell |
8,915
-132
| -1% | -$59.7K | 3.8% | 4 |
|
|
2023
Q3 | $3.7M | Sell |
9,047
-197
| -2% | -$80.6K | 4.47% | 5 |
|
|
2023
Q2 | $4.26M | Sell |
9,244
-56
| -0.6% | -$25.8K | 4.67% | 4 |
|
|
2023
Q1 | $4.4M | Sell |
9,300
-54
| -0.6% | -$25.5K | 5.41% | 3 |
|
|
2022
Q4 | $4.55M | Sell |
9,354
-121
| -1% | -$58.9K | 7.01% | 2 |
|
|
2022
Q3 | $3.7M | Sell |
9,475
-223
| -2% | -$87.1K | 6.6% | 3 |
|
|
2022
Q2 | $4.18M | Sell |
9,698
-188
| -2% | -$81K | 6% | 1 |
|
|
2022
Q1 | $4.37M | Buy |
+9,886
| New | +$4.37M | 4.07% | 6 |
|