SVWAG
Sound View Wealth Advisors Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Sell |
3,647
-26
| -0.7% | -$12K | 0.12% | 140 |
|
|
2025
Q1 | $1.64M | Buy |
3,673
+70
| +2% | +$31.3K | 0.13% | 135 |
|
|
2024
Q4 | $1.75M | Buy |
3,603
+21
| +0.6% | +$10.2K | 0.14% | 128 |
|
|
2024
Q3 | $2.09M | Buy |
3,582
+79
| +2% | +$46.2K | 0.17% | 123 |
|
|
2024
Q2 | $1.64M | Buy |
3,503
+37
| +1% | +$17.3K | 0.17% | 123 |
|
|
2024
Q1 | $1.58M | Sell |
3,466
-327
| -9% | -$149K | 0.17% | 130 |
|
|
2023
Q4 | $1.72M | Sell |
3,793
-65
| -2% | -$29.5K | 0.19% | 118 |
|
|
2023
Q3 | $1.58M | Buy |
3,858
+96
| +3% | +$39.3K | 0.2% | 106 |
|
|
2023
Q2 | $1.73M | Sell |
3,762
-1,769
| -32% | -$814K | 0.23% | 96 |
|
|
2023
Q1 | $2.61M | Buy |
5,531
+1,738
| +46% | +$822K | 0.36% | 69 |
|
|
2022
Q4 | $1.72M | Sell |
3,793
-112
| -3% | -$50.8K | 0.19% | 118 |
|
|
2022
Q3 | $1.51M | Sell |
3,905
-53
| -1% | -$20.5K | 0.34% | 74 |
|
|
2022
Q2 | $1.7M | Sell |
3,958
-202
| -5% | -$86.9K | 0.36% | 73 |
|
|
2022
Q1 | $1.84M | Sell |
4,160
-154
| -4% | -$68K | 0.35% | 71 |
|
|
2021
Q4 | $1.53M | Sell |
4,314
-161
| -4% | -$57.2K | 0.29% | 88 |
|
|
2021
Q3 | $1.54M | Buy |
4,475
+443
| +11% | +$153K | 0.32% | 84 |
|
|
2021
Q2 | $1.53M | Buy |
4,032
+1,830
| +83% | +$693K | 0.32% | 85 |
|
|
2021
Q1 | $814K | Sell |
2,202
-116
| -5% | -$42.9K | 0.19% | 114 |
|
|
2020
Q4 | $823K | Sell |
2,318
-106
| -4% | -$37.6K | 0.2% | 115 |
|
|
2020
Q3 | $929K | Sell |
2,424
-246
| -9% | -$94.3K | 0.24% | 97 |
|
|
2020
Q2 | $974K | Buy |
2,670
+142
| +6% | +$51.8K | 0.27% | 94 |
|
|
2020
Q1 | $857K | Sell |
2,528
-140
| -5% | -$47.5K | 0.3% | 89 |
|
|
2019
Q4 | $1.04M | Sell |
2,668
-345
| -11% | -$134K | 0.29% | 91 |
|
|
2019
Q3 | $1.18M | Sell |
3,013
-272
| -8% | -$106K | 0.35% | 80 |
|
|
2019
Q2 | $1.19M | Buy |
+3,285
| New | +$1.19M | 0.35% | 79 |
|