WAM
Worth Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-479
| Closed | -$224K | – | 151 |
|
|
2024
Q2 | $224K | Buy |
+479
| New | +$224K | 0.13% | 118 |
|
|
2023
Q3 | – | Sell |
-209
| Closed | -$96.2K | – | 272 |
|
|
2023
Q2 | $96.2K | Buy |
209
+35
| +20% | +$16.1K | 0.07% | 143 |
|
|
2023
Q1 | $82.3K | Hold |
174
| – | – | 0.06% | 144 |
|
|
2022
Q4 | $84.7K | Buy |
174
+6
| +4% | +$2.92K | 0.06% | 134 |
|
|
2022
Q3 | $65K | Hold |
168
| – | – | 0.05% | 127 |
|
|
2022
Q2 | $72K | Sell |
168
-29
| -15% | -$12.4K | 0.05% | 163 |
|
|
2022
Q1 | $86K | Buy |
+197
| New | +$86K | 0.06% | 145 |
|