Capital Planning Advisors’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 | $788K | Sell |
|
|||||
|
2025
Q2 | $2.5M | Sell |
|
|||||
|
2025
Q1 | $2.83M | Sell |
|
|||||
|
2024
Q4 | $3.11M | Buy |
|
|||||
|
2024
Q3 | $3.27M | Buy |
|
|||||
|
2024
Q2 | $2.59M | Sell |
|
|||||
|
2024
Q1 | $2.78M | Buy |
|
|||||
|
2023
Q4 | $2.73M | Buy |
|
|||||
|
2023
Q3 | $2.38M | Sell |
|
|||||
|
2023
Q2 | $2.71M | Sell |
|
|||||
|
2023
Q1 | $2.79M | Sell |
|
|||||
|
2022
Q4 | $2.93M | Buy |
|
|||||
|
2022
Q3 | $2.25M | Buy |
|
|||||
|
2022
Q2 | $439K | Sell |
|
|||||
|
2022
Q1 | $456K | Buy |
|
|||||
|
2021
Q4 | $360K | Buy |
|
|||||
|
2021
Q3 | $343K | Sell |
|
|||||
|
2021
Q2 | $481K | Sell |
|
|||||
|
2021
Q1 | $1.26M | Buy |
|
|||||
|
2020
Q4 | $779K | Sell |
|
|||||
|
2020
Q3 | $976K | Buy |
|
|||||
|
2020
Q2 | $584K | Buy |
|
|||||
|
2016
Q4 | – | Sell |
|
|||||
|
2016
Q3 | $397K | Hold |
|
|||||
|
2016
Q2 | $411K | Hold |
|
|||||
|
2016
Q1 | $367K | Sell |
|
|||||
|
2015
Q4 | $374K | Buy |
|
|||||
|
2015
Q3 | $303K | Hold |
|
|||||
|
2015
Q2 | $271K | Hold |
|
|||||
|
2015
Q1 | $296K | Buy |
|
|||||
|
2014
Q4 | $238K | Buy |
|