TWM
TriaGen Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
+460
| New | +$213K | 0.06% | 165 |
|
|
2024
Q4 | – | Sell |
-407
| Closed | -$238K | – | 176 |
|
|
2024
Q3 | $238K | Buy |
+407
| New | +$238K | 0.08% | 156 |
|
|
2021
Q2 | – | Sell |
-601
| Closed | -$222K | – | 194 |
|
|
2021
Q1 | $222K | Sell |
601
-7,878
| -93% | -$2.91M | 0.13% | 157 |
|
|
2020
Q4 | $3.01M | Buy |
+8,479
| New | +$3.01M | 1.76% | 8 |
|