Barlow Wealth Partners’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 | $378K | Hold |
817
| – | – | 0.05% | 89 |
|
|
2025
Q1 | $390K | Hold |
817
| – | – | 0.05% | 89 |
|
|
2024
Q4 | $395K | Sell |
817
-691
| -46% | -$334K | 0.05% | 91 |
|
|
2024
Q3 | $913K | Hold |
1,508
| – | – | 0.12% | 65 |
|
|
2024
Q2 | $777K | Hold |
1,508
| – | – | 0.11% | 72 |
|
|
2024
Q1 | $679K | Hold |
1,508
| – | – | 0.09% | 77 |
|
|
2023
Q4 | $683K | Buy |
+1,508
| New | +$683K | 0.1% | 74 |
|