Von Berge Wealth Management Group’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-396
| Closed | -$219K | – | 67 |
|
2024
Q3 | $219K | Buy |
+396
| New | +$219K | 0.14% | 62 |
|
2023
Q2 | – | Sell |
-472
| Closed | -$230K | – | 66 |
|
2023
Q1 | $230K | Hold |
472
| – | – | 0.21% | 58 |
|
2022
Q4 | $217K | Buy |
+472
| New | +$217K | 0.2% | 58 |
|
2022
Q2 | – | Sell |
-472
| Closed | -$221K | – | 62 |
|
2022
Q1 | $221K | Buy |
+472
| New | +$221K | 0.2% | 63 |
|