Annis Gardner Whiting Capital Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
690
+39
| +6% | +$18.1K | 0.11% | 163 |
|
|
2025
Q1 | $291K | Buy |
651
+10
| +2% | +$4.46K | 0.12% | 154 |
|
|
2024
Q4 | $312K | Buy |
641
+77
| +14% | +$37.4K | 0.09% | 174 |
|
|
2024
Q3 | $330K | Sell |
564
-2
| -0.4% | -$1.17K | 0.09% | 172 |
|
|
2024
Q2 | $264K | Buy |
566
+7
| +1% | +$3.27K | 0.08% | 190 |
|
|
2024
Q1 | $254K | Buy |
559
+228
| +69% | +$104K | 0.09% | 164 |
|
|
2023
Q4 | $150K | Sell |
331
-1
| -0.3% | -$453 | 0.07% | 182 |
|
|
2023
Q3 | $136K | Buy |
+332
| New | +$136K | 0.07% | 173 |
|