Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $94.3K | Buy |
194
+43
| +28% | +$20.9K | 0.03% | 162 |
|
|
2024
Q3 | $88.3K | Hold |
151
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $70.5K | Hold |
151
| – | – | 0.03% | 172 |
|
|
2024
Q1 | $68.7K | Buy |
151
+6
| +4% | +$2.73K | 0.03% | 184 |
|
|
2023
Q4 | $65.7K | Hold |
145
| – | – | 0.03% | 181 |
|
|
2023
Q3 | $59.3K | Sell |
145
-25
| -15% | -$10.2K | 0.03% | 180 |
|
|
2023
Q2 | $78.3K | Hold |
170
| – | – | 0.04% | 161 |
|
|
2023
Q1 | $80.4K | Sell |
170
-5
| -3% | -$2.36K | 0.04% | 156 |
|
|
2022
Q4 | $85.1K | Buy |
+175
| New | +$85.1K | 0.05% | 141 |
|
|
2022
Q1 | – | Sell |
-153
| Closed | -$54K | – | 378 |
|
|
2021
Q4 | $54K | Buy |
+153
| New | +$54K | 0.03% | 196 |
|