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Wealthsource Partners, LLC

SEC CIK
0001674623
Latest filing
Jan 16, 2024

LMT holding history

Lockheed Martin Corp in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LMT overviewAll 13F holders of LMTFull Q4 2023 holdings

Shares (Q4 2023)
4,336
Value
$1.97M
% of portfolio
0.1%
Quarters held
12
Since Q1 2021
Holdings of LMT by Wealthsource Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20234,336$1.97M0.1%−218−4.8%ReducedHolders
Q3 20234,554$1.86M0.1%−151−3.2%ReducedHolders
Q2 20234,705$2.17M0.1%−135−2.8%ReducedHolders
Q1 20234,840$2.29M0.2%−71−1.4%ReducedHolders
Q4 20224,911$2.39M0.2%−184−3.6%ReducedHolders
Q3 20225,095$1.97M0.1%−781−13.3%ReducedHolders
Q2 20225,876$2.53M0.2%−1,914−24.6%ReducedHolders
Q1 20227,790$3.44M0.2%+3,717+91.3%AddedHolders
Q4 20214,073$1.45M0.1%−17−0.4%ReducedHolders
Q3 20214,090$1.41M0.1%+323+8.6%AddedHolders
Q2 20213,767$1.43M0.1%+1,239+49.0%AddedHolders
Q1 20212,528$934.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.