W Advisors LLC’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
3,490
-5
| -0.1% | -$2.32K | 0.93% | 26 |
|
|
2025
Q1 | $1.56M | Buy |
3,495
+16
| +0.5% | +$7.15K | 0.98% | 25 |
|
|
2024
Q4 | $1.69M | Sell |
3,479
-4
| -0.1% | -$1.94K | 1.05% | 23 |
|
|
2024
Q3 | $2.04M | Buy |
3,483
+13
| +0.4% | +$7.6K | 1.25% | 20 |
|
|
2024
Q2 | $1.62M | Buy |
3,470
+5
| +0.1% | +$2.34K | 1.06% | 24 |
|
|
2024
Q1 | $1.58M | Buy |
3,465
+4
| +0.1% | +$1.82K | 1.08% | 22 |
|
|
2023
Q4 | $1.57M | Buy |
3,461
+12
| +0.3% | +$5.44K | 1.16% | 20 |
|
|
2023
Q3 | $1.41M | Buy |
3,449
+4
| +0.1% | +$1.64K | 1.16% | 20 |
|
|
2023
Q2 | $1.59M | Sell |
3,445
-52
| -1% | -$23.9K | 1.24% | 20 |
|
|
2023
Q1 | $1.65M | Sell |
3,497
-14
| -0.4% | -$6.62K | 1.37% | 18 |
|
|
2022
Q4 | $1.71M | Sell |
3,511
-250
| -7% | -$122K | 1.42% | 18 |
|
|
2022
Q3 | $1.45M | Hold |
3,761
| – | – | 1.35% | 20 |
|
|
2022
Q2 | $1.62M | Sell |
3,761
-46
| -1% | -$19.8K | 1.4% | 17 |
|
|
2022
Q1 | $1.68M | Buy |
3,807
+54
| +1% | +$23.8K | 1.27% | 25 |
|
|
2021
Q4 | $1.33M | Buy |
+3,753
| New | +$1.33M | 0.99% | 26 |
|