WFAG
Wescott Financial Advisory Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
2,440
+15
| +0.6% | +$6.95K | 0.11% | 82 |
|
|
2025
Q1 | $1.08M | Sell |
2,425
-7
| -0.3% | -$3.13K | 0.11% | 78 |
|
|
2024
Q4 | $1.18M | Sell |
2,432
-180
| -7% | -$87.5K | 0.12% | 78 |
|
|
2024
Q3 | $1.53M | Buy |
2,612
+7
| +0.3% | +$4.09K | 0.16% | 69 |
|
|
2024
Q2 | $1.22M | Buy |
2,605
+529
| +25% | +$247K | 0.14% | 79 |
|
|
2024
Q1 | $944K | Sell |
2,076
-45
| -2% | -$20.5K | 0.12% | 75 |
|
|
2023
Q4 | $961K | Hold |
2,121
| – | – | 0.13% | 74 |
|
|
2023
Q3 | $867K | Sell |
2,121
-3
| -0.1% | -$1.23K | 0.16% | 74 |
|
|
2023
Q2 | $978K | Sell |
2,124
-139
| -6% | -$64K | 0.17% | 72 |
|
|
2023
Q1 | $1.07M | Buy |
2,263
+144
| +7% | +$68.1K | 0.23% | 60 |
|
|
2022
Q4 | $1.03M | Sell |
2,119
-175
| -8% | -$85.1K | 0.22% | 61 |
|
|
2022
Q3 | $886K | Buy |
2,294
+22
| +1% | +$8.5K | 0.25% | 56 |
|
|
2022
Q2 | $977K | Buy |
+2,272
| New | +$977K | 0.27% | 53 |
|