WDG
Wealth Dimensions Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $665K | Sell |
1,435
-28
| -2% | -$13K | 0.15% | 85 |
|
|
2025
Q1 | $653K | Buy |
1,463
+151
| +12% | +$67.4K | 0.16% | 78 |
|
|
2024
Q4 | $637K | Sell |
1,312
-87
| -6% | -$42.3K | 0.16% | 76 |
|
|
2024
Q3 | $818K | Buy |
1,399
+3
| +0.2% | +$1.75K | 0.21% | 61 |
|
|
2024
Q2 | $652K | Sell |
1,396
-199
| -12% | -$93K | 0.19% | 68 |
|
|
2024
Q1 | $726K | Sell |
1,595
-3
| -0.2% | -$1.37K | 0.21% | 61 |
|
|
2023
Q4 | $724K | Sell |
1,598
-9
| -0.6% | -$4.08K | 0.23% | 53 |
|
|
2023
Q3 | $657K | Buy |
1,607
+157
| +11% | +$64.2K | 0.24% | 55 |
|
|
2023
Q2 | $668K | Buy |
1,450
+4
| +0.3% | +$1.84K | 0.24% | 55 |
|
|
2023
Q1 | $683K | Sell |
1,446
-100
| -6% | -$47.3K | 0.26% | 51 |
|
|
2022
Q4 | $752K | Buy |
1,546
+3
| +0.2% | +$1.46K | 0.31% | 48 |
|
|
2022
Q3 | $596K | Sell |
1,543
-2
| -0.1% | -$773 | 0.29% | 46 |
|
|
2022
Q2 | $664K | Buy |
1,545
+4
| +0.3% | +$1.72K | 0.32% | 48 |
|
|
2022
Q1 | $680K | Buy |
1,541
+244
| +19% | +$108K | 0.31% | 53 |
|
|
2021
Q4 | $461K | Buy |
1,297
+96
| +8% | +$34.1K | 0.23% | 81 |
|
|
2021
Q3 | $415K | Buy |
1,201
+16
| +1% | +$5.53K | 0.27% | 81 |
|
|
2021
Q2 | $448K | Sell |
1,185
-17
| -1% | -$6.43K | 0.3% | 72 |
|
|
2021
Q1 | $444K | Hold |
1,202
| – | – | 0.34% | 66 |
|
|
2020
Q4 | $427K | Buy |
+1,202
| New | +$427K | 0.37% | 59 |
|