Total Wealth Planning & Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$760K Sell
1,641
-37
-2% -$17.1K 0.62% 45
2025
Q1
$750K Buy
1,678
+195
+13% +$87.1K 0.71% 35
2024
Q4
$721K Buy
+1,483
New +$721K 0.65% 36