Number of Shares
6,587.00
Current Holdings Value*
$2.94 Mil
% of Portfolio
2.03%
Total Estimate Gain
$117,413.46
% of Total Estimate Gain
3.94%

ALLEN WEALTH MANAGEMENT, LLC's Lockheed Martin Corp Holding Summary

As of 2025-03-31, ALLEN WEALTH MANAGEMENT, LLC held 6,587.00 shares of Lockheed Martin Corp(LMT), totaling $2.94 Mil. This investment constitutes 2.03% of their stock portfolio, and ALLEN WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Lockheed Martin Corp(LMT) stock.

The initial trade took place in 2023Q4. And since then ALLEN WEALTH MANAGEMENT, LLC has made 4 purchases of LMT, at an average price of $446.02, for a total of 6,684.00 shares. In addition, there have been 1 sales at an average price of $438.27 for 97.00 shares. Based on historical transaction data and LMT's current price of $463.96, ALLEN WEALTH MANAGEMENT, LLC's estimated gain on his LMT holdings is $117,413.46, reflecting a 3.94% gain to date.

ALLEN WEALTH MANAGEMENT, LLC LMT ($463.96) Holding Chart

ALLEN WEALTH MANAGEMENT, LLC LMT ($463.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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