Triad Wealth Partners’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 | $1.1M | Buy |
2,382
+366
| +18% | +$169K | 0.22% | 77 |
|
|
2025
Q1 | $900K | Sell |
2,016
-271
| -12% | -$121K | 0.28% | 61 |
|
|
2024
Q4 | $1.11M | Buy |
+2,287
| New | +$1.11M | 0.4% | 49 |
|
|
2024
Q3 | – | Sell |
-1,156
| Closed | -$540K | – | 532 |
|
|
2024
Q2 | $540K | Buy |
1,156
+654
| +130% | +$305K | 0.28% | 34 |
|
|
2024
Q1 | $228K | Buy |
+502
| New | +$228K | 0.18% | 50 |
|