TrueWealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $353K | Hold |
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|
2025
Q2 | $327K | Sell |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $460K | Sell |
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|
2024
Q2 | $374K | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $344K | Buy |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $203K | Hold |
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|
2021
Q4 | $203K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Hold |
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|
2021
Q1 | $208K | Buy |
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