Capstone Wealth Management Group (Pennsylvania)’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $468K | Buy |
+1,010
| New | +$468K | 0.45% | 35 |
|
|
2025
Q1 | – | Sell |
-1,522
| Closed | -$739K | – | 72 |
|
|
2024
Q4 | $739K | Buy |
1,522
+52
| +4% | +$25.3K | 0.4% | 53 |
|
|
2024
Q3 | $859K | Hold |
1,470
| – | – | 0.51% | 45 |
|
|
2024
Q2 | $687K | Sell |
1,470
-548
| -27% | -$256K | 0.45% | 47 |
|
|
2024
Q1 | $918K | Buy |
2,018
+1,090
| +117% | +$496K | 0.66% | 37 |
|
|
2023
Q4 | $421K | Buy |
+928
| New | +$421K | 0.4% | 44 |
|