Avior Wealth Management’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 | $572K | Sell |
1,235
-6
| -0.5% | -$2.78K | 0.02% | 401 |
|
|
2025
Q1 | $554K | Sell |
1,241
-20
| -2% | -$8.93K | 0.02% | 377 |
|
|
2024
Q4 | $613K | Buy |
1,261
+61
| +5% | +$29.7K | 0.02% | 394 |
|
|
2024
Q3 | $702K | Buy |
1,200
+15
| +1% | +$8.77K | 0.03% | 369 |
|
|
2024
Q2 | $554K | Sell |
1,185
-447
| -27% | -$209K | 0.02% | 409 |
|
|
2024
Q1 | $743K | Buy |
1,632
+383
| +31% | +$174K | 0.03% | 352 |
|
|
2023
Q4 | $566K | Sell |
1,249
-149
| -11% | -$67.6K | 0.03% | 315 |
|
|
2023
Q3 | $572K | Sell |
1,398
-66
| -5% | -$27K | 0.04% | 294 |
|
|
2023
Q2 | $674K | Buy |
1,464
+65
| +5% | +$29.9K | 0.04% | 275 |
|
|
2023
Q1 | $662K | Buy |
1,399
+395
| +39% | +$187K | 0.05% | 271 |
|
|
2022
Q4 | $489K | Buy |
1,004
+156
| +18% | +$76K | 0.04% | 310 |
|
|
2022
Q3 | $327K | Buy |
848
+102
| +14% | +$39.3K | 0.03% | 372 |
|
|
2022
Q2 | $321K | Buy |
746
+5
| +0.7% | +$2.15K | 0.03% | 344 |
|
|
2022
Q1 | $327K | Buy |
741
+3
| +0.4% | +$1.32K | 0.03% | 368 |
|
|
2021
Q4 | $262K | Buy |
738
+210
| +40% | +$74.6K | 0.02% | 400 |
|
|
2021
Q3 | $182K | Buy |
528
+74
| +16% | +$25.5K | 0.02% | 428 |
|
|
2021
Q2 | $171K | Buy |
454
+159
| +54% | +$59.9K | 0.02% | 413 |
|
|
2021
Q1 | $109K | Buy |
295
+162
| +122% | +$59.9K | 0.01% | 459 |
|
|
2020
Q4 | $47K | Buy |
133
+85
| +177% | +$30K | 0.01% | 499 |
|
|
2020
Q3 | $18K | Hold |
48
| – | – | ﹤0.01% | 608 |
|
|
2020
Q2 | $17K | Buy |
+48
| New | +$17K | ﹤0.01% | 595 |
|
|
2020
Q1 | – | Sell |
-25
| Closed | -$9K | – | 847 |
|
|
2019
Q4 | $9K | Buy |
25
+20
| +400% | +$7.2K | ﹤0.01% | 610 |
|
|
2019
Q3 | $1K | Sell |
5
-21
| -81% | -$4.2K | ﹤0.01% | 732 |
|
|
2019
Q2 | $9K | Sell |
26
-126
| -83% | -$43.6K | ﹤0.01% | 611 |
|
|
2019
Q1 | $45K | Hold |
152
| – | – | 0.01% | 438 |
|
|
2018
Q4 | $39K | Buy |
152
+17
| +13% | +$4.36K | 0.01% | 481 |
|
|
2018
Q3 | $47K | Hold |
135
| – | – | 0.01% | 487 |
|
|
2018
Q2 | $40K | Sell |
135
-20
| -13% | -$5.93K | 0.01% | 495 |
|
|
2018
Q1 | $52K | Hold |
155
| – | – | 0.01% | 486 |
|
|
2017
Q4 | $50K | Buy |
155
+5
| +3% | +$1.61K | 0.01% | 487 |
|
|
2017
Q3 | $47K | Buy |
150
+5
| +3% | +$1.57K | 0.02% | 223 |
|
|
2017
Q2 | $40K | Buy |
145
+15
| +12% | +$4.14K | 0.02% | 210 |
|
|
2017
Q1 | $35K | Hold |
130
| – | – | 0.01% | 257 |
|
|
2016
Q4 | $32K | Hold |
130
| – | – | 0.01% | 247 |
|
|
2016
Q3 | $31K | Hold |
130
| – | – | 0.01% | 258 |
|
|
2016
Q2 | $32K | Sell |
130
-94
| -42% | -$23.1K | 0.01% | 239 |
|
|
2016
Q1 | $50K | Buy |
224
+24
| +12% | +$5.36K | 0.02% | 212 |
|
|
2015
Q4 | $43K | Buy |
200
+70
| +54% | +$15.1K | 0.02% | 189 |
|
|
2015
Q3 | $27K | Hold |
130
| – | – | 0.02% | 209 |
|
|
2015
Q2 | $24K | Buy |
+130
| New | +$24K | 0.02% | 190 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 375 |
|