Heritage Trust Co LMT Holdings History

Number of Shares
2,504.00
Current Holdings Value*
$1.12 Mil
% of Portfolio
0.14%
Total Estimate Gain
$288,597.48
% of Total Estimate Gain
7.24%

Heritage Trust Co's Lockheed Martin Corp Holding Summary

As of 2025-03-31, Heritage Trust Co held 2,504.00 shares of Lockheed Martin Corp(LMT), totaling $1.12 Mil. This investment constitutes 0.14% of their stock portfolio, and Heritage Trust Co now holds 0% of the outstanding Lockheed Martin Corp(LMT) stock.

The initial trade took place in 2018Q2. And since then Heritage Trust Co has made 14 purchases of LMT, at an average price of $373.56, for a total of 10,678.00 shares. In addition, there have been 12 sales at an average price of $394.61 for 8,174.00 shares. Based on historical transaction data and LMT's current price of $420.11, Heritage Trust Co's estimated gain on his LMT holdings is $288,597.48, reflecting a 7.24% gain to date.

Heritage Trust Co LMT ($420.11) Holding Chart

Heritage Trust Co LMT ($420.11) 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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