TIAM2
Tru Independence Asset Management 2’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Buy |
1,812
+11
| +0.6% | +$5.1K | 0.57% | 44 |
|
|
2025
Q1 | $805K | Sell |
1,801
-12
| -0.7% | -$5.36K | 0.6% | 39 |
|
|
2024
Q4 | $881K | Buy |
1,813
+114
| +7% | +$55.4K | 0.73% | 34 |
|
|
2024
Q3 | $993K | Buy |
+1,699
| New | +$993K | 0.84% | 24 |
|
|
2023
Q1 | $481K | Buy |
+1,018
| New | +$481K | 0.48% | 40 |
|
|
2022
Q3 | $421K | Buy |
1,090
+29
| +3% | +$11.2K | 0.45% | 40 |
|
|
2022
Q2 | $456K | Buy |
1,061
+1
| +0.1% | +$430 | 0.38% | 37 |
|
|
2022
Q1 | $468K | Buy |
1,060
+86
| +9% | +$38K | 0.27% | 46 |
|
|
2021
Q4 | $346K | Buy |
+974
| New | +$346K | 0.18% | 90 |
|
|
2021
Q1 | – | Sell |
-83
| Closed | -$29K | – | 275 |
|
|
2020
Q4 | $29K | Buy |
+83
| New | +$29K | 0.02% | 223 |
|