WLPWM
Walled Lake Planning & Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Sell |
12,360
-3,567
| -22% | -$1.65M | 1.87% | 15 |
|
|
2025
Q1 | $7.11M | Buy |
15,927
+78
| +0.5% | +$34.8K | 2.53% | 10 |
|
|
2024
Q4 | $7.7M | Buy |
15,849
+209
| +1% | +$102K | 2.87% | 10 |
|
|
2024
Q3 | $9.14M | Buy |
15,640
+40
| +0.3% | +$23.4K | 3.43% | 8 |
|
|
2024
Q2 | $7.29M | Sell |
15,600
-637
| -4% | -$298K | 2.98% | 9 |
|
|
2024
Q1 | $7.39M | Sell |
16,237
-81
| -0.5% | -$36.8K | 3.03% | 11 |
|
|
2023
Q4 | $7.4M | Sell |
16,318
-13
| -0.1% | -$5.89K | 3.44% | 8 |
|
|
2023
Q3 | $6.68M | Buy |
16,331
+315
| +2% | +$129K | 3.35% | 7 |
|
|
2023
Q2 | $7.37M | Buy |
16,016
+133
| +0.8% | +$61.2K | 3.59% | 6 |
|
|
2023
Q1 | $7.51M | Buy |
15,883
+645
| +4% | +$305K | 3.93% | 4 |
|
|
2022
Q4 | $7.41M | Sell |
15,238
-78
| -0.5% | -$37.9K | 5.05% | 4 |
|
|
2022
Q3 | $5.92M | Buy |
15,316
+500
| +3% | +$193K | 4.13% | 3 |
|
|
2022
Q2 | $6.37M | Buy |
14,816
+271
| +2% | +$117K | 4.39% | 2 |
|
|
2022
Q1 | $6.42M | Buy |
14,545
+217
| +2% | +$95.8K | 3.82% | 5 |
|
|
2021
Q4 | $5.09M | Buy |
14,328
+306
| +2% | +$109K | 2.95% | 11 |
|
|
2021
Q3 | $4.84M | Buy |
14,022
+461
| +3% | +$159K | 2.98% | 8 |
|
|
2021
Q2 | $5.13M | Buy |
13,561
+143
| +1% | +$54.1K | 3.34% | 8 |
|
|
2021
Q1 | $4.96M | Sell |
13,418
-113
| -0.8% | -$41.8K | 3.44% | 8 |
|
|
2020
Q4 | $4.8M | Sell |
13,531
-204
| -1% | -$72.4K | 3.65% | 7 |
|
|
2020
Q3 | $5.26M | Buy |
13,735
+59
| +0.4% | +$22.6K | 4.27% | 5 |
|
|
2020
Q2 | $4.99M | Sell |
13,676
-236
| -2% | -$86.1K | 4.18% | 6 |
|
|
2020
Q1 | $4.72M | Sell |
13,912
-548
| -4% | -$186K | 4.31% | 5 |
|
|
2019
Q4 | $5.63M | Buy |
+14,460
| New | +$5.63M | 4.06% | 3 |
|