TCWA
Turtle Creek Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
+4,018
| New | +$1.86M | 0.22% | 87 |
|
|
2024
Q4 | – | Sell |
-881
| Closed | -$515K | – | 127 |
|
|
2024
Q3 | $515K | Sell |
881
-53
| -6% | -$31K | 0.1% | 101 |
|
|
2024
Q2 | $436K | Buy |
934
+137
| +17% | +$64K | 0.1% | 97 |
|
|
2024
Q1 | $363K | Sell |
797
-426
| -35% | -$194K | 0.09% | 104 |
|
|
2023
Q4 | $554K | Buy |
+1,223
| New | +$554K | 0.16% | 86 |
|