Capital Wealth 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
Q1 | – | Sell |
-716
| Closed | -$348K | – | 153 |
|
|
2024
Q4 | $348K | Buy |
716
+354
| +98% | +$172K | ﹤0.01% | 110 |
|
|
2024
Q3 | $212K | Buy |
+362
| New | +$212K | ﹤0.01% | 131 |
|
|
2024
Q2 | – | Sell |
-1,021
| Closed | -$465K | – | 138 |
|
|
2024
Q1 | $465K | Sell |
1,021
-314
| -24% | -$143K | 0.01% | 111 |
|
|
2023
Q4 | $605K | Sell |
1,335
-440,742
| -100% | -$200M | 0.01% | 107 |
|
|
2023
Q3 | $181M | Sell |
442,077
-91,891
| -17% | -$37.6M | 2.22% | 20 |
|
|
2023
Q2 | $246M | Buy |
533,968
+7,004
| +1% | +$3.22M | 3.03% | 17 |
|
|
2023
Q1 | $210M | Buy |
526,964
+41,124
| +8% | +$16.4M | 2.84% | 23 |
|
|
2022
Q4 | $236M | Buy |
485,840
+54,778
| +13% | +$26.6M | 3.46% | 14 |
|
|
2022
Q3 | $167M | Buy |
431,062
+174,011
| +68% | +$67.2M | 3.04% | 19 |
|
|
2022
Q2 | $111M | Buy |
+257,051
| New | +$111M | 2.16% | 19 |
|
|
2021
Q4 | – | Sell |
-1,645
| Closed | -$568K | – | 117 |
|
|
2021
Q3 | $568K | Sell |
1,645
-369,598
| -100% | -$128M | 0.02% | 71 |
|
|
2021
Q2 | $141M | Buy |
371,243
+45,052
| +14% | +$17.1M | 3.95% | 12 |
|
|
2021
Q1 | $121M | Buy |
+326,191
| New | +$121M | 3.94% | 13 |
|
|
2020
Q2 | – | Sell |
-1,378
| Closed | -$467K | – | 154 |
|
|
2020
Q1 | $467K | Buy |
1,378
+3
| +0.2% | +$1.02K | 0.03% | 129 |
|
|
2019
Q4 | $535K | Sell |
1,375
-16
| -1% | -$6.23K | 0.03% | 117 |
|
|
2019
Q3 | $521K | Sell |
1,391
-1,503
| -52% | -$563K | 0.03% | 132 |
|
|
2019
Q2 | $1.05M | Buy |
+2,894
| New | +$1.05M | 0.08% | 77 |
|