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Rooted Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Rooted Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$509K Buy
1,088
+109
+11% +$51K 0.18% 67
2025
Q1 		$423K Sell
979
-160
-14% -$69.1K 0.18% 64
2024
Q4 		$528K Buy
1,139
+406
+55% +$188K 0.21% 56
2024
Q3 		$444K Buy
+733
New +$444K 0.2% 58