RWP
Ridgecrest Wealth Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-561
| Closed | -$328K | – | 115 |
|
|
2024
Q3 | $328K | Hold |
561
| – | – | 0.17% | 82 |
|
|
2024
Q2 | $262K | Sell |
561
-1
| -0.2% | -$467 | 0.16% | 87 |
|
|
2024
Q1 | $256K | Buy |
562
+1
| +0.2% | +$455 | 0.15% | 91 |
|
|
2023
Q4 | $254K | Sell |
561
-29
| -5% | -$13.1K | 0.17% | 84 |
|
|
2023
Q3 | $241K | Hold |
590
| – | – | 0.17% | 83 |
|
|
2023
Q2 | $272K | Hold |
590
| – | – | 0.18% | 81 |
|
|
2023
Q1 | $279K | Hold |
590
| – | – | 0.2% | 77 |
|
|
2022
Q4 | $287K | Hold |
590
| – | – | 0.22% | 73 |
|
|
2022
Q3 | $228K | Hold |
590
| – | – | 0.19% | 83 |
|
|
2022
Q2 | $254K | Hold |
590
| – | – | 0.18% | 85 |
|
|
2022
Q1 | $260K | Hold |
590
| – | – | 0.17% | 93 |
|
|
2021
Q4 | $210K | Buy |
+590
| New | +$210K | 0.1% | 112 |
|
|
2021
Q3 | – | Sell |
-569
| Closed | -$215K | – | 116 |
|
|
2021
Q2 | $215K | Buy |
569
+19
| +3% | +$7.18K | 0.13% | 101 |
|
|
2021
Q1 | $203K | Buy |
+550
| New | +$203K | 0.19% | 85 |
|