TWD
True Wealth Design’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
527
+1
| +0.2% | +$463 | 0.09% | 39 |
|
|
2025
Q1 | $235K | Buy |
526
+11
| +2% | +$4.92K | 0.09% | 34 |
|
|
2024
Q4 | $250K | Sell |
515
-5
| -1% | -$2.43K | 0.1% | 26 |
|
|
2024
Q3 | $304K | Sell |
520
-1,788
| -77% | -$1.05M | 0.12% | 23 |
|
|
2024
Q2 | $1.08M | Sell |
2,308
-13
| -0.6% | -$6.07K | 0.27% | 30 |
|
|
2024
Q1 | $1.06M | Buy |
2,321
+71
| +3% | +$32.3K | 0.26% | 30 |
|
|
2023
Q4 | $1.02M | Buy |
2,250
+1,750
| +350% | +$793K | 0.29% | 28 |
|
|
2023
Q3 | $204K | Hold |
500
| – | – | 0.07% | 114 |
|
|
2023
Q2 | $230K | Hold |
500
| – | – | 0.08% | 111 |
|
|
2023
Q1 | $236K | Sell |
500
-1,651
| -77% | -$780K | 0.1% | 115 |
|
|
2022
Q4 | $1.05M | Buy |
+2,151
| New | +$1.05M | 0.48% | 26 |
|