VWA
Visionary Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9M | Buy |
19,426
+2,677
| +16% | +$1.24M | 0.46% | 57 |
|
|
2025
Q1 | $7.48M | Buy |
16,749
+1,784
| +12% | +$797K | 0.45% | 67 |
|
|
2024
Q4 | $7.27M | Buy |
14,965
+143
| +1% | +$69.5K | 0.43% | 69 |
|
|
2024
Q3 | $8.66M | Sell |
14,822
-532
| -3% | -$311K | 0.53% | 55 |
|
|
2024
Q2 | $7.17M | Buy |
15,354
+6,868
| +81% | +$3.21M | 0.47% | 65 |
|
|
2024
Q1 | $3.86M | Buy |
8,486
+732
| +9% | +$333K | 0.26% | 103 |
|
|
2023
Q4 | $3.51M | Sell |
7,754
-19
| -0.2% | -$8.61K | 0.26% | 110 |
|
|
2023
Q3 | $3.18M | Sell |
7,773
-63
| -0.8% | -$25.8K | 0.26% | 104 |
|
|
2023
Q2 | $3.61M | Sell |
7,836
-62
| -0.8% | -$28.5K | 0.29% | 92 |
|
|
2023
Q1 | $3.73M | Sell |
7,898
-7,477
| -49% | -$3.53M | 0.32% | 83 |
|
|
2022
Q4 | $7.48M | Buy |
15,375
+546
| +4% | +$266K | 0.69% | 43 |
|
|
2022
Q3 | $5.73M | Buy |
14,829
+475
| +3% | +$183K | 0.59% | 42 |
|
|
2022
Q2 | $6.17M | Buy |
14,354
+970
| +7% | +$417K | 0.55% | 45 |
|
|
2022
Q1 | $5.91M | Buy |
13,384
+1,113
| +9% | +$491K | 0.48% | 53 |
|
|
2021
Q4 | $4.36M | Buy |
12,271
+1,389
| +13% | +$494K | 0.36% | 70 |
|
|
2021
Q3 | $3.76M | Buy |
10,882
+743
| +7% | +$256K | 0.39% | 68 |
|
|
2021
Q2 | $3.84M | Buy |
10,139
+1,101
| +12% | +$417K | 0.39% | 64 |
|
|
2021
Q1 | $3.34M | Buy |
+9,038
| New | +$3.34M | 0.35% | 82 |
|
|
2020
Q4 | – | Sell |
-577
| Closed | -$221K | – | 299 |
|
|
2020
Q3 | $221K | Buy |
577
+5
| +0.9% | +$1.92K | 0.03% | 230 |
|
|
2020
Q2 | $209K | Buy |
+572
| New | +$209K | 0.03% | 216 |
|
|
2020
Q1 | – | Sell |
-543
| Closed | -$211K | – | 214 |
|
|
2019
Q4 | $211K | Buy |
+543
| New | +$211K | 0.04% | 200 |
|