WAOTB
Wealth Advisors of Tampa Bay’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.88M | Buy |
8,373
+50
| +0.6% | +$23.2K | 1.46% | 27 |
|
|
2025
Q1 | $3.72M | Buy |
8,323
+753
| +10% | +$336K | 1.51% | 31 |
|
|
2024
Q4 | $3.68M | Buy |
7,570
+2,194
| +41% | +$1.07M | 1.58% | 23 |
|
|
2024
Q3 | $3.14M | Buy |
5,376
+865
| +19% | +$506K | 1.31% | 32 |
|
|
2024
Q2 | $2.11M | Buy |
+4,511
| New | +$2.11M | 0.98% | 39 |
|
|
2022
Q3 | – | Sell |
-650
| Closed | -$279K | – | 85 |
|
|
2022
Q2 | $279K | Hold |
650
| – | – | 0.09% | 79 |
|
|
2022
Q1 | $287K | Sell |
650
-70
| -10% | -$30.9K | 0.08% | 85 |
|
|
2021
Q4 | $256K | Buy |
+720
| New | +$256K | 0.06% | 95 |
|