Avion Wealth’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 | $128K | Buy |
278
+7
| +3% | +$3.22K | 0.03% | 119 |
|
2025
Q1 | $131K | Hold |
271
| – | – | 0.03% | 115 |
|
2024
Q4 | $131K | Buy |
271
+1
| +0.4% | +$483 | 0.03% | 115 |
|
2024
Q3 | $157K | Buy |
270
+3
| +1% | +$1.74K | 0.04% | 89 |
|
2024
Q2 | $124K | Buy |
267
+5
| +2% | +$2.32K | 0.03% | 99 |
|
2024
Q1 | $120K | Buy |
262
+8
| +3% | +$3.66K | 0.03% | 100 |
|
2023
Q4 | $115K | Buy |
254
+1
| +0.4% | +$453 | 0.03% | 102 |
|
2023
Q3 | $103K | Buy |
253
+6
| +2% | +$2.44K | 0.03% | 104 |
|
2023
Q2 | $113K | Buy |
247
+1
| +0.4% | +$457 | 0.03% | 103 |
|
2023
Q1 | $119K | Buy |
246
+2
| +0.8% | +$967 | 0.03% | 92 |
|
2022
Q4 | $94K | Hold |
244
| – | – | 0.03% | 104 |
|
2022
Q3 | $94K | Hold |
244
| – | – | 0.03% | 104 |
|
2022
Q2 | $105K | Hold |
244
| – | – | 0.03% | 88 |
|
2022
Q1 | $108K | Hold |
244
| – | – | 0.03% | 82 |
|
2021
Q4 | $87K | Hold |
244
| – | – | 0.02% | 90 |
|
2021
Q3 | $84K | Hold |
244
| – | – | 0.03% | 89 |
|
2021
Q2 | $92K | Sell |
244
-69
| -22% | -$26K | 0.03% | 84 |
|
2021
Q1 | $115K | Buy |
313
+1
| +0.3% | +$367 | 0.04% | 65 |
|
2020
Q4 | $111K | Sell |
312
-6
| -2% | -$2.14K | 0.03% | 62 |
|
2020
Q3 | $122K | Hold |
318
| – | – | 0.04% | 52 |
|
2020
Q2 | $116K | Hold |
318
| – | – | 0.04% | 49 |
|
2020
Q1 | $108K | Buy |
+318
| New | +$108K | 0.05% | 48 |
|