Berry Wealth Group’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,087
| Closed | -$528K | – | 106 |
|
|
2024
Q4 | $528K | Hold |
1,087
| – | – | 0.38% | 41 |
|
|
2024
Q3 | $635K | Hold |
1,087
| – | – | 0.46% | 37 |
|
|
2024
Q2 | $508K | Hold |
1,087
| – | – | 0.41% | 39 |
|
|
2024
Q1 | $494K | Buy |
1,087
+10
| +0.9% | +$4.55K | 0.41% | 36 |
|
|
2023
Q4 | $488K | Buy |
+1,077
| New | +$488K | 0.45% | 36 |
|