Cassaday & Co Wealth Management’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 | $2.09M | Buy |
4,521
+4
| +0.1% | +$1.85K | 0.05% | 78 |
|
|
2025
Q1 | $2.02M | Sell |
4,517
-61
| -1% | -$27.2K | 0.06% | 73 |
|
|
2024
Q4 | $2.22M | Sell |
4,578
-768
| -14% | -$373K | 0.06% | 69 |
|
|
2024
Q3 | $3.12M | Buy |
5,346
+93
| +2% | +$54.4K | 0.09% | 46 |
|
|
2024
Q2 | $2.45M | Buy |
5,253
+2,447
| +87% | +$1.14M | 0.08% | 52 |
|
|
2024
Q1 | $1.28M | Buy |
2,806
+50
| +2% | +$22.7K | 0.04% | 88 |
|
|
2023
Q4 | $1.25M | Buy |
2,756
+9
| +0.3% | +$4.08K | 0.04% | 90 |
|
|
2023
Q3 | $1.12M | Buy |
2,747
+6
| +0.2% | +$2.45K | 0.05% | 81 |
|
|
2023
Q2 | $1.26M | Sell |
2,741
-26
| -0.9% | -$12K | 0.05% | 78 |
|
|
2023
Q1 | $1.31M | Buy |
2,767
+28
| +1% | +$13.2K | 0.06% | 71 |
|
|
2022
Q4 | $1.33M | Buy |
+2,739
| New | +$1.33M | 0.06% | 72 |
|