Carolinas Wealth Consulting’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
Sell
-745
Closed -$333K 540
2025
Q1
$333K Sell
745
-56
-7% -$25K 0.07% 132
2024
Q4
$389K Buy
801
+3
+0.4% +$1.46K 0.08% 126
2024
Q3
$466K Sell
798
-4
-0.5% -$2.34K 0.08% 117
2024
Q2
$374K Buy
802
+202
+34% +$94.3K 0.07% 128
2024
Q1
$275K Sell
600
-25,975
-98% -$11.9M 0.05% 141
2023
Q4
$320K Hold
26,575
0.07% 120
2023
Q3
$320K Sell
26,575
-136
-0.5% -$1.64K 0.08% 107
2023
Q2
$387K Sell
26,711
-190
-0.7% -$2.75K 0.08% 120
2023
Q1
$486K Buy
26,901
+72
+0.3% +$1.3K 0.1% 109
2022
Q4
$465K Sell
26,829
-48
-0.2% -$831 0.11% 105
2022
Q3
$393K Buy
26,877
+217
+0.8% +$3.17K 0.1% 104
2022
Q2
$341K Buy
26,660
+25,827
+3,100% +$330K 0.08% 111
2022
Q1
$368K Buy
833
+98
+13% +$43.3K 0.08% 111
2021
Q4
$261K Sell
735
-16
-2% -$5.68K 0.06% 148
2021
Q3
$259K Sell
751
-123
-14% -$42.4K 0.06% 131
2021
Q2
$331K Buy
874
+71
+9% +$26.9K 0.07% 117
2021
Q1
$297K Buy
803
+54
+7% +$20K 0.07% 125
2020
Q4
$266K Buy
749
+126
+20% +$44.7K 0.07% 126
2020
Q3
$239K Buy
623
+471
+310% +$181K 0.08% 110
2020
Q2
$55K Buy
+152
New +$55K 0.02% 193