Beverly Hills Private Wealth’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 | $426K | Sell |
920
-35
| -4% | -$16.2K | 0.08% | 198 |
|
|
2025
Q1 | $427K | Buy |
955
+65
| +7% | +$29K | 0.08% | 197 |
|
|
2024
Q4 | $432K | Sell |
890
-6
| -0.7% | -$2.92K | 0.09% | 191 |
|
|
2024
Q3 | $524K | Buy |
896
+58
| +7% | +$33.9K | 0.11% | 181 |
|
|
2024
Q2 | $392K | Sell |
838
-50
| -6% | -$23.4K | 0.09% | 225 |
|
|
2024
Q1 | $404K | Sell |
888
-15
| -2% | -$6.83K | 0.09% | 230 |
|
|
2023
Q4 | $409K | Buy |
903
+143
| +19% | +$64.8K | 0.11% | 203 |
|
|
2023
Q3 | $311K | Sell |
760
-477
| -39% | -$195K | 0.09% | 223 |
|
|
2023
Q2 | $551K | Buy |
1,237
+450
| +57% | +$201K | 0.09% | 220 |
|
|
2023
Q1 | $372K | Buy |
787
+88
| +13% | +$41.6K | 0.12% | 195 |
|
|
2022
Q4 | $340K | Buy |
+699
| New | +$340K | 0.15% | 157 |
|