Caldwell Trust’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.18M | Buy |
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|
2025
Q2 | $2.91M | Buy |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $3.05M | Sell |
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|
2024
Q3 | $3.8M | Sell |
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|
2024
Q2 | $3.15M | Sell |
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|
2024
Q1 | $3.14M | Sell |
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|
2023
Q4 | $3.14M | Buy |
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|
2023
Q3 | $2.8M | Buy |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $3.28M | Sell |
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|
2022
Q4 | $3.86M | Sell |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.49M | Buy |
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|
2022
Q1 | $3.55M | Buy |
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|
2021
Q4 | $2.85M | Sell |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $3.11M | Buy |
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|
2020
Q4 | $2.64M | Sell |
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|
2020
Q3 | $2.88M | Sell |
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|
2020
Q2 | $3.17M | Sell |
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|
2020
Q1 | $2.97M | Sell |
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|
2019
Q4 | $3.46M | Buy |
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