WFA of San Diego’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
Q2 | $221K | Buy |
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|
2024
Q3 | $104K | Hold |
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|
2024
Q2 | $83.1K | Buy |
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|
2023
Q3 | $31.9K | Hold |
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|
2023
Q2 | $35.9K | Sell |
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|
2023
Q1 | $349K | Sell |
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|
2022
Q4 | $408K | Hold |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $354 | Buy |
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