Catalyst Private Wealth’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
$446K Buy
964
+171
+22% +$79.2K 0.2% 54
2025
Q1
$354K Hold
793
0.17% 59
2024
Q4
$385K Buy
793
+72
+10% +$35K 0.17% 62
2024
Q3
$421K Hold
721
0.21% 53
2024
Q2
$337K Buy
+721
New +$337K 0.18% 64
2020
Q4
Sell
-250
Closed -$96K 177
2020
Q3
$96K Buy
+250
New +$96K 0.09% 84