VWA
V Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,439
| Closed | -$1.12M | – | 255 |
|
|
2023
Q2 | $1.12M | Buy |
2,439
+36
| +1% | +$16.6K | 0.19% | 102 |
|
|
2023
Q1 | $1.14M | Sell |
2,403
-40
| -2% | -$18.9K | 0.21% | 103 |
|
|
2022
Q4 | $1.19M | Sell |
2,443
-1,390
| -36% | -$676K | 0.25% | 94 |
|
|
2022
Q3 | $1.48M | Sell |
3,833
-157
| -4% | -$60.6K | 0.3% | 76 |
|
|
2022
Q2 | $1.72M | Buy |
3,990
+667
| +20% | +$287K | 0.32% | 75 |
|
|
2022
Q1 | $1.47M | Buy |
3,323
+138
| +4% | +$60.9K | 0.23% | 106 |
|
|
2021
Q4 | $1.13M | Sell |
3,185
-1,833
| -37% | -$651K | 0.17% | 140 |
|
|
2021
Q3 | $1.73M | Buy |
5,018
+152
| +3% | +$52.5K | 0.27% | 84 |
|
|
2021
Q2 | $1.84M | Buy |
4,866
+855
| +21% | +$324K | 0.29% | 78 |
|
|
2021
Q1 | $1.48M | Buy |
4,011
+270
| +7% | +$99.8K | 0.27% | 93 |
|
|
2020
Q4 | $1.33M | Buy |
3,741
+2,798
| +297% | +$993K | 0.27% | 95 |
|
|
2020
Q3 | $361K | Sell |
943
-2,069
| -69% | -$792K | 0.25% | 107 |
|
|
2020
Q2 | $1.1M | Sell |
3,012
-545
| -15% | -$199K | 0.29% | 87 |
|
|
2020
Q1 | $1.21M | Buy |
3,557
+907
| +34% | +$307K | 0.38% | 67 |
|
|
2019
Q4 | $1.03M | Hold |
2,650
| – | – | 0.37% | 72 |
|
|
2019
Q3 | $1.03M | Buy |
2,650
+699
| +36% | +$273K | 0.37% | 72 |
|
|
2019
Q2 | $713K | Buy |
1,951
+54
| +3% | +$19.7K | 0.27% | 96 |
|
|
2019
Q1 | $626K | Buy |
1,897
+356
| +23% | +$117K | 0.25% | 103 |
|
|
2018
Q4 | $416K | Buy |
1,541
+302
| +24% | +$81.5K | 0.21% | 119 |
|
|
2018
Q3 | $428K | Buy |
1,239
+11
| +0.9% | +$3.8K | 0.2% | 128 |
|
|
2018
Q2 | $378K | Sell |
1,228
-312
| -20% | -$96K | 0.21% | 119 |
|
|
2018
Q1 | $516K | Buy |
1,540
+159
| +12% | +$53.3K | 0.28% | 101 |
|
|
2017
Q4 | $458K | Buy |
1,381
+669
| +94% | +$222K | 0.23% | 110 |
|
|
2017
Q3 | $221K | Sell |
712
-711
| -50% | -$221K | 0.11% | 168 |
|
|
2017
Q2 | $394K | Sell |
1,423
-357
| -20% | -$98.8K | 0.18% | 114 |
|
|
2017
Q1 | $474K | Buy |
1,780
+99
| +6% | +$26.4K | 0.29% | 93 |
|
|
2016
Q4 | $419K | Buy |
1,681
+86
| +5% | +$21.4K | 0.31% | 95 |
|
|
2016
Q3 | $383K | Sell |
1,595
-151
| -9% | -$36.3K | 0.31% | 97 |
|
|
2016
Q2 | $434K | Buy |
1,746
+70
| +4% | +$17.4K | 0.36% | 87 |
|
|
2016
Q1 | $373K | Buy |
+1,676
| New | +$373K | 0.3% | 86 |
|