Castle 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 | $864K | Buy |
1,865
+21
| +1% | +$9.72K | 0.31% | 65 |
|
|
2025
Q1 | $824K | Buy |
1,844
+71
| +4% | +$31.7K | 0.32% | 64 |
|
|
2024
Q4 | $861K | Buy |
1,773
+67
| +4% | +$32.6K | 0.34% | 63 |
|
|
2024
Q3 | $997K | Buy |
1,706
+109
| +7% | +$63.7K | 0.4% | 57 |
|
|
2024
Q2 | $746K | Buy |
1,597
+62
| +4% | +$29K | 0.36% | 62 |
|
|
2024
Q1 | $698K | Buy |
1,535
+193
| +14% | +$87.8K | 0.37% | 65 |
|
|
2023
Q4 | $608K | Buy |
1,342
+210
| +19% | +$95.2K | 0.36% | 67 |
|
|
2023
Q3 | $463K | Buy |
1,132
+302
| +36% | +$124K | 0.33% | 67 |
|
|
2023
Q2 | $382K | Buy |
830
+74
| +10% | +$34.1K | 0.27% | 77 |
|
|
2023
Q1 | $357K | Buy |
+756
| New | +$357K | 0.28% | 76 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | -$9K | – | 390 |
|
|
2022
Q3 | $9K | Hold |
22
| – | – | 0.01% | 433 |
|
|
2022
Q2 | $10K | Buy |
+22
| New | +$10K | 0.01% | 400 |
|