Briaud Financial Planning’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 | $174K | Hold |
377
| – | – | 0.07% | 44 |
|
|
2025
Q1 | $168K | Buy |
377
+10
| +3% | +$4.46K | 0.07% | 40 |
|
|
2024
Q4 | $178K | Hold |
367
| – | – | 0.07% | 32 |
|
|
2024
Q3 | $214K | Hold |
367
| – | – | 0.11% | 24 |
|
|
2024
Q2 | $171K | Hold |
367
| – | – | 0.1% | 26 |
|
|
2024
Q1 | $167K | Buy |
+367
| New | +$167K | 0.09% | 28 |
|
|
2023
Q4 | – | Sell |
-367
| Closed | -$150K | – | 97 |
|
|
2023
Q3 | $150K | Buy |
+367
| New | +$150K | 0.12% | 27 |
|
|
2020
Q1 | – | Sell |
-591
| Closed | -$230K | – | 19 |
|
|
2019
Q4 | $230K | Buy |
+591
| New | +$230K | 0.23% | 19 |
|