CAAS
Capital Asset Advisory Services’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $474K | Sell |
1,018
-85
| -8% | -$39.6K | 0.02% | 172 |
|
|
2025
Q1 | $499K | Sell |
1,103
-450
| -29% | -$204K | 0.03% | 167 |
|
|
2024
Q4 | $748K | Sell |
1,553
-13
| -0.8% | -$6.26K | 0.04% | 158 |
|
|
2024
Q3 | $952K | Sell |
1,566
-53
| -3% | -$32.2K | 0.05% | 145 |
|
|
2024
Q2 | $745K | Sell |
1,619
-182
| -10% | -$83.8K | 0.04% | 156 |
|
|
2024
Q1 | $820K | Sell |
1,801
-115
| -6% | -$52.4K | 0.05% | 148 |
|
|
2023
Q4 | $869K | Sell |
1,916
-124
| -6% | -$56.2K | 0.05% | 143 |
|
|
2023
Q3 | $891K | Sell |
2,040
-43
| -2% | -$18.8K | 0.06% | 133 |
|
|
2023
Q2 | $967K | Buy |
2,083
+71
| +4% | +$33K | 0.07% | 127 |
|
|
2023
Q1 | $951K | Sell |
2,012
-4,121
| -67% | -$1.95M | 0.07% | 123 |
|
|
2022
Q4 | $3.01M | Buy |
6,133
+3,882
| +172% | +$1.9M | 0.24% | 51 |
|
|
2022
Q3 | $870K | Sell |
2,251
-304
| -12% | -$117K | 0.11% | 101 |
|
|
2022
Q2 | $1.1M | Buy |
2,555
+229
| +10% | +$98.4K | 0.12% | 111 |
|
|
2022
Q1 | $1.03M | Buy |
2,326
+16
| +0.7% | +$7.06K | 0.11% | 145 |
|
|
2021
Q4 | $821K | Buy |
2,310
+219
| +10% | +$77.8K | 0.09% | 172 |
|
|
2021
Q3 | $722K | Sell |
2,091
-416
| -17% | -$144K | 0.08% | 187 |
|
|
2021
Q2 | $949K | Sell |
2,507
-259
| -9% | -$98K | 0.1% | 141 |
|
|
2021
Q1 | $1.02M | Buy |
2,766
+182
| +7% | +$67.2K | 0.15% | 122 |
|
|
2020
Q4 | $917K | Buy |
2,584
+59
| +2% | +$20.9K | 0.16% | 104 |
|
|
2020
Q3 | $968K | Sell |
2,525
-43
| -2% | -$16.5K | 0.2% | 86 |
|
|
2020
Q2 | $1.01M | Buy |
2,568
+381
| +17% | +$149K | 0.22% | 87 |
|
|
2020
Q1 | $796K | Sell |
2,187
-680
| -24% | -$247K | 0.21% | 89 |
|
|
2019
Q4 | $1.26M | Buy |
2,867
+1,493
| +109% | +$657K | 0.3% | 64 |
|
|
2019
Q3 | $536K | Hold |
1,374
| – | – | 0.36% | 47 |
|
|
2019
Q2 | $500K | Buy |
1,374
+10
| +0.7% | +$3.64K | 0.39% | 50 |
|
|
2019
Q1 | $409K | Buy |
1,364
+20
| +1% | +$6K | 0.53% | 37 |
|
|
2018
Q4 | $352K | Hold |
1,344
| – | – | 0.34% | 69 |
|
|
2018
Q3 | $465K | Buy |
1,344
+10
| +0.7% | +$3.46K | 0.39% | 55 |
|
|
2018
Q2 | $394K | Hold |
1,334
| – | – | 0.36% | 66 |
|
|
2018
Q1 | $451K | Sell |
1,334
-50
| -4% | -$16.9K | 0.42% | 63 |
|
|
2017
Q4 | $444K | Hold |
1,384
| – | – | 0.4% | 65 |
|
|
2017
Q3 | $429K | Hold |
1,384
| – | – | 0.39% | 66 |
|
|
2017
Q2 | $383K | Sell |
1,384
-30
| -2% | -$8.3K | 0.25% | 88 |
|
|
2017
Q1 | $378K | Buy |
1,414
+30
| +2% | +$8.02K | 0.27% | 66 |
|
|
2016
Q4 | $346K | Buy |
1,384
+50
| +4% | +$12.5K | 0.29% | 61 |
|
|
2016
Q3 | $320K | Sell |
1,334
-14
| -1% | -$3.36K | 0.42% | 43 |
|
|
2016
Q2 | $335K | Hold |
1,348
| – | – | 0.44% | 39 |
|
|
2016
Q1 | $299K | Hold |
1,348
| – | – | 0.33% | 58 |
|
|
2015
Q4 | $293K | Buy |
+1,348
| New | +$293K | 0.41% | 42 |
|