Wade Financial Advisory’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$655K Sell
2024
Q4
$725K Sell
2024
Q3
$918K Sell
2024
Q2
$750K Sell
2024
Q1
$741K Sell
2023
Q4
$750K Sell
2023
Q3
$687K Sell
2023
Q2
$785K Sell
2023
Q1
$818K Sell
2022
Q4
$854K Sell
2022
Q3
$717K Sell
2022
Q2
$845K Sell
2022
Q1
$907K Buy