Centric 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 | $2.33M | Buy |
5,481
+668
| +14% | +$284K | 0.56% | 64 |
|
|
2025
Q1 | $2.15M | Buy |
4,813
+1,770
| +58% | +$791K | 0.57% | 63 |
|
|
2024
Q4 | $1.48M | Buy |
+3,043
| New | +$1.48M | 0.4% | 69 |
|
|
2021
Q4 | – | Sell |
-2,783
| Closed | -$960K | – | 159 |
|
|
2021
Q3 | $960K | Buy |
2,783
+61
| +2% | +$21K | 0.35% | 70 |
|
|
2021
Q2 | $1.03M | Buy |
2,722
+47
| +2% | +$17.8K | 0.36% | 69 |
|
|
2021
Q1 | $988K | Buy |
2,675
+45
| +2% | +$16.6K | 0.28% | 94 |
|
|
2020
Q4 | $933K | Buy |
2,630
+1,324
| +101% | +$470K | 0.29% | 90 |
|
|
2020
Q3 | $494K | Sell |
1,306
-836
| -39% | -$316K | 0.37% | 64 |
|
|
2020
Q2 | $782K | Buy |
2,142
+836
| +64% | +$305K | 0.41% | 63 |
|
|
2020
Q1 | $494K | Sell |
1,306
-178
| -12% | -$67.3K | 0.37% | 64 |
|
|
2019
Q4 | $578K | Buy |
1,484
+178
| +14% | +$69.3K | 0.46% | 53 |
|
|
2019
Q3 | $494K | Buy |
1,306
+109
| +9% | +$41.2K | 0.37% | 64 |
|
|
2019
Q2 | $435K | Buy |
+1,197
| New | +$435K | 0.38% | 65 |
|