Caldwell Trust’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
6,275
+121
|
|
||||
|
2025
Q1 | $2.75M | Sell |
6,154
-132
|
|
||||
|
2024
Q4 | $3.05M | Sell |
6,286
-219
|
|
||||
|
2024
Q3 | $3.8M | Sell |
6,505
-244
|
|
||||
|
2024
Q2 | $3.15M | Sell |
6,749
-165
|
|
||||
|
2024
Q1 | $3.14M | Sell |
6,914
-18
|
|
||||
|
2023
Q4 | $3.14M | Buy |
6,932
+84
|
|
||||
|
2023
Q3 | $2.8M | Buy |
6,848
+63
|
|
||||
|
2023
Q2 | $3.12M | Sell |
6,785
-144
|
|
||||
|
2023
Q1 | $3.28M | Sell |
6,929
-998
|
|
||||
|
2022
Q4 | $3.86M | Sell |
7,927
-26
|
|
||||
|
2022
Q3 | $3.07M | Sell |
7,953
-174
|
|
||||
|
2022
Q2 | $3.49M | Buy |
8,127
+80
|
|
||||
|
2022
Q1 | $3.55M | Buy |
8,047
+27
|
|
||||
|
2021
Q4 | $2.85M | Sell |
8,020
-69
|
|
||||
|
2021
Q3 | $2.79M | Sell |
8,089
-704
|
|
||||
|
2021
Q2 | $3.33M | Buy |
8,793
+364
|
|
||||
|
2021
Q1 | $3.11M | Buy |
8,429
+999
|
|
||||
|
2020
Q4 | $2.64M | Sell |
7,430
-78
|
|
||||
|
2020
Q3 | $2.88M | Sell |
7,508
-1,189
|
|
||||
|
2020
Q2 | $3.17M | Sell |
8,697
-69
|
|
||||
|
2020
Q1 | $2.97M | Sell |
8,766
-115
|
|
||||
|
2019
Q4 | $3.46M | Buy |
+8,881
|
|