WR Wealth Planners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $174K | Buy |
358
+22
| +7% | +$10.7K | 0.06% | 170 |
|
|
2024
Q3 | $196K | Buy |
336
+37
| +12% | +$21.6K | 0.05% | 185 |
|
|
2024
Q2 | $140K | Buy |
299
+6
| +2% | +$2.81K | 0.04% | 213 |
|
|
2024
Q1 | $133K | Buy |
+293
| New | +$133K | 0.04% | 222 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$123K | – | 565 |
|
|
2023
Q3 | $123K | Sell |
300
-25
| -8% | -$10.2K | 0.05% | 216 |
|
|
2023
Q2 | $149K | Buy |
325
+52
| +19% | +$23.9K | 0.06% | 199 |
|
|
2023
Q1 | $129K | Buy |
273
+270
| +9,000% | +$128K | 0.06% | 213 |
|
|
2022
Q4 | $1.46K | Hold |
3
| – | – | ﹤0.01% | 413 |
|
|
2022
Q3 | $1.16K | Hold |
3
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $1.29K | Hold |
3
| – | – | ﹤0.01% | 443 |
|
|
2022
Q1 | $1.32K | Buy |
+3
| New | +$1.32K | ﹤0.01% | 453 |
|