Carolinas Wealth Consulting’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 Q2	–	Sell	-745	Closed	-$333K	–	540
2025 Q1	$333K	Sell	745 -56	-7%	-$25.8K	0.07%	132
2024 Q4	$389K	Buy	801 +3	+0.4%	+$1.64K	0.08%	126
2024 Q3	$466K	Sell	798 -4	-0.5%	-$2.15K	0.08%	117
2024 Q2	$374K	Buy	802 +202	+34%	+$93.4K	0.07%	128
2024 Q1	$275K	Sell	600 -25,975	-98%	-$11.4M	0.05%	141
2023 Q4	$320K	Hold	26,575	–	–	0.07%	120
2023 Q3	$320K	Sell	26,575 -136	-0.5%	-$60.3K	0.08%	107
2023 Q2	$387K	Sell	26,711 -190	-0.7%	-$88.2K	0.08%	120
2023 Q1	$486K	Buy	26,901 +72	+0.3%	+$33.8K	0.1%	109
2022 Q4	$465K	Sell	26,829 -48	-0.2%	-$22.3K	0.11%	105
2022 Q3	$393K	Buy	26,877 +217	+0.8%	+$90.6K	0.1%	104
2022 Q2	$341K	Buy	26,660 +25,827	+3,100%	+$11.3M	0.08%	111
2022 Q1	$368K	Buy	833 +98	+13%	+$39.7K	0.08%	111
2021 Q4	$261K	Sell	735 -16	-2%	-$5.53K	0.06%	148
2021 Q3	$259K	Sell	751 -123	-14%	-$44.5K	0.06%	131
2021 Q2	$331K	Buy	874 +71	+9%	+$27.3K	0.07%	117
2021 Q1	$297K	Buy	803 +54	+7%	+$18.5K	0.07%	125
2020 Q4	$266K	Buy	749 +126	+20%	+$46.3K	0.07%	126
2020 Q3	$239K	Buy	623 +471	+310%	+$180K	0.08%	110
2020 Q2	$55K	Buy	+152	New	+$57.4K	0.02%	193