WPA
Winning Points Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $215K | Hold |
475
| – | – | 0.33% | 34 |
|
|
2023
Q4 | $215K | Buy |
+475
| New | +$215K | 0.33% | 34 |
|
|
2023
Q3 | – | Sell |
-475
| Closed | -$215K | – | 34 |
|
|
2023
Q2 | $215K | Hold |
475
| – | – | 0.33% | 34 |
|
|
2023
Q1 | $225K | Hold |
475
| – | – | 0.25% | 36 |
|
|
2022
Q4 | $231K | Sell |
475
-50
| -10% | -$24.3K | 0.29% | 39 |
|
|
2022
Q3 | $210K | Hold |
525
| – | – | 0.26% | 43 |
|
|
2022
Q2 | $225K | Hold |
525
| – | – | 0.25% | 47 |
|
|
2022
Q1 | $232K | Sell |
525
-4,240
| -89% | -$1.87M | 0.18% | 52 |
|
|
2021
Q4 | $1.73M | Buy |
+4,765
| New | +$1.73M | 1.26% | 23 |
|
|
2020
Q3 | – | Sell |
-590
| Closed | -$215K | – | 63 |
|
|
2020
Q2 | $215K | Buy |
+590
| New | +$215K | 0.21% | 51 |
|
|
2020
Q1 | – | Sell |
-4,765
| Closed | -$1.85M | – | 71 |
|
|
2019
Q4 | $1.85M | Hold |
4,765
| – | – | 1.18% | 24 |
|
|
2019
Q3 | $1.85M | Hold |
4,765
| – | – | 1.33% | 22 |
|
|
2019
Q2 | $1.73M | Hold |
4,765
| – | – | 1.26% | 23 |
|
|
2019
Q1 | $1.43M | Sell |
4,765
-50
| -1% | -$15K | 1.11% | 27 |
|
|
2018
Q4 | $1.27M | Buy |
4,815
+56
| +1% | +$14.8K | 1.09% | 30 |
|
|
2018
Q3 | $1.65M | Hold |
4,759
| – | – | 1.21% | 23 |
|
|
2018
Q2 | $1.41M | Hold |
4,759
| – | – | 1.12% | 26 |
|
|
2018
Q1 | $1.61M | Buy |
4,759
+51
| +1% | +$17.3K | 1.31% | 23 |
|
|
2017
Q4 | $1.51M | Sell |
4,708
-20
| -0.4% | -$6.42K | 1.23% | 25 |
|
|
2017
Q3 | $1.47M | Buy |
4,728
+400
| +9% | +$124K | 1.26% | 24 |
|
|
2017
Q2 | $1.21M | Sell |
4,328
-300
| -6% | -$83.6K | 1.18% | 24 |
|
|
2017
Q1 | $1.25M | Sell |
4,628
-456
| -9% | -$123K | 1.22% | 24 |
|
|
2016
Q4 | $1.27M | Buy |
+5,084
| New | +$1.27M | 1.39% | 26 |
|