Cascade Financial Partners’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 | $409K | Hold |
882
| – | – | 0.05% | 175 |
|
2025
Q1 | $394K | Buy |
882
+56
| +7% | +$25K | 0.05% | 170 |
|
2024
Q4 | $401K | Hold |
826
| – | – | 0.05% | 162 |
|
2024
Q3 | $477K | Hold |
826
| – | – | 0.06% | 144 |
|
2024
Q2 | $386K | Hold |
826
| – | – | 0.05% | 160 |
|
2024
Q1 | $372K | Buy |
+826
| New | +$372K | 0.05% | 159 |
|