Aviso 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
$663K Sell
1,432
-7
-0.5% -$3.24K 0.31% 75
2025
Q1
$643K Sell
1,439
-14
-1% -$6.25K 0.34% 76
2024
Q4
$706K Sell
1,453
-89
-6% -$43.2K 0.36% 72
2024
Q3
$901K Sell
1,542
-973
-39% -$569K 0.49% 56
2024
Q2
$1.17M Sell
2,515
-1,541
-38% -$720K 0.7% 38
2024
Q1
$1.85M Buy
4,056
+599
+17% +$272K 1.16% 21
2023
Q4
$1.57M Buy
+3,457
New +$1.57M 1.14% 20