TA
TruWealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,198
| Closed | -$14.4M | – | 178 |
|
|
2025
Q1 | $14.4M | Sell |
32,198
-10,813
| -25% | -$4.83M | 0.87% | 38 |
|
|
2024
Q4 | $20.9M | Buy |
43,011
+895
| +2% | +$435K | 1.26% | 25 |
|
|
2024
Q3 | $24.6M | Buy |
42,116
+16,289
| +63% | +$9.52M | 1.51% | 21 |
|
|
2024
Q2 | $12.1M | Buy |
25,827
+814
| +3% | +$380K | 0.8% | 36 |
|
|
2024
Q1 | $11.4M | Buy |
25,013
+830
| +3% | +$378K | 0.79% | 40 |
|
|
2023
Q4 | $11M | Buy |
24,183
+1,268
| +6% | +$575K | 0.84% | 38 |
|
|
2023
Q3 | $9.37M | Buy |
22,915
+663
| +3% | +$271K | 0.81% | 40 |
|
|
2023
Q2 | $10.2M | Buy |
22,252
+194
| +0.9% | +$89.3K | 0.88% | 35 |
|
|
2023
Q1 | $10.4M | Buy |
22,058
+445
| +2% | +$210K | 0.96% | 30 |
|
|
2022
Q4 | $10.5M | Buy |
21,613
+587
| +3% | +$286K | 1.03% | 28 |
|
|
2022
Q3 | $8.12M | Buy |
+21,026
| New | +$8.12M | 0.86% | 30 |
|
|
2021
Q2 | – | Sell |
-864
| Closed | -$319K | – | 118 |
|
|
2021
Q1 | $319K | Sell |
864
-342
| -28% | -$126K | 0.04% | 82 |
|
|
2020
Q4 | $428K | Buy |
+1,206
| New | +$428K | 0.06% | 75 |
|