Birchcreek 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 | $404K | Hold |
873
| – | – | 0.23% | 75 |
|
|
2025
Q1 | $390K | Hold |
873
| – | – | 0.25% | 75 |
|
|
2024
Q4 | $424K | Buy |
873
+8
| +0.9% | +$3.89K | 0.27% | 75 |
|
|
2024
Q3 | $506K | Sell |
865
-29
| -3% | -$17K | 0.33% | 58 |
|
|
2024
Q2 | $418K | Hold |
894
| – | – | 0.24% | 88 |
|
|
2024
Q1 | $407K | Buy |
894
+95
| +12% | +$43.2K | 0.21% | 97 |
|
|
2023
Q4 | $362K | Buy |
799
+104
| +15% | +$47.1K | 0.22% | 99 |
|
|
2023
Q3 | $284K | Buy |
695
+16
| +2% | +$6.54K | 0.19% | 109 |
|
|
2023
Q2 | $313K | Sell |
679
-24
| -3% | -$11K | 0.22% | 107 |
|
|
2023
Q1 | $332K | Buy |
703
+198
| +39% | +$93.6K | 0.26% | 93 |
|
|
2022
Q4 | $246K | Buy |
+505
| New | +$246K | 0.22% | 110 |
|
|
2021
Q1 | – | Sell |
-267
| Closed | -$94K | – | 209 |
|
|
2020
Q4 | $94K | Buy |
+267
| New | +$94K | 0.09% | 156 |
|