Barrett & Company’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 | $253K | Buy |
546
+4
| +0.7% | +$1.85K | 0.09% | 132 |
|
|
2025
Q1 | $242K | Sell |
542
-3
| -0.6% | -$1.34K | 0.1% | 123 |
|
|
2024
Q4 | $265K | Buy |
545
+4
| +0.7% | +$1.94K | 0.11% | 116 |
|
|
2024
Q3 | $316K | Sell |
541
-479
| -47% | -$280K | 0.14% | 104 |
|
|
2024
Q2 | $476K | Buy |
1,020
+13
| +1% | +$6.07K | 0.22% | 77 |
|
|
2024
Q1 | $458K | Hold |
1,007
| – | – | 0.22% | 80 |
|
|
2023
Q4 | $456K | Sell |
1,007
-464
| -32% | -$210K | 0.25% | 80 |
|
|
2023
Q3 | $602K | Sell |
1,471
-2
| -0.1% | -$818 | 0.35% | 59 |
|
|
2023
Q2 | $678K | Buy |
1,473
+9
| +0.6% | +$4.14K | 0.39% | 53 |
|
|
2023
Q1 | $692K | Buy |
1,464
+9
| +0.6% | +$4.26K | 0.44% | 49 |
|
|
2022
Q4 | $708K | Hold |
1,455
| – | – | 0.47% | 48 |
|
|
2022
Q3 | $708K | Buy |
+1,455
| New | +$708K | 0.47% | 48 |
|