WOSD
WFA of San Diego’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Buy |
+478
| New | +$221K | 0.16% | 93 |
|
|
2024
Q3 | $104K | Hold |
178
| – | – | 0.09% | 124 |
|
|
2024
Q2 | $83.1K | Buy |
+178
| New | +$83.1K | 0.07% | 134 |
|
|
2023
Q3 | $31.9K | Hold |
78
| – | – | 0.03% | 204 |
|
|
2023
Q2 | $35.9K | Sell |
78
-661
| -89% | -$304K | 0.04% | 198 |
|
|
2023
Q1 | $349K | Sell |
739
-100
| -12% | -$47.3K | 0.37% | 55 |
|
|
2022
Q4 | $408K | Hold |
839
| – | – | 0.31% | 64 |
|
|
2022
Q3 | $324K | Buy |
839
+800
| +2,051% | +$309K | 0.29% | 68 |
|
|
2022
Q2 | $17K | Buy |
+39
| New | +$17K | 0.01% | 232 |
|
|
2022
Q1 | – | Sell |
-955
| Closed | -$339K | – | 130 |
|
|
2021
Q4 | $339K | Buy |
+955
| New | +$339K | 0.2% | 89 |
|
|
2021
Q1 | – | Sell |
-55
| Closed | -$354 | – | 113 |
|
|
2020
Q4 | $354 | Buy |
+55
| New | +$354 | 0.09% | 20 |
|