Certus 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 | $680K | Hold |
1,468
| – | – | 0.44% | 39 |
|
|
2025
Q1 | $695K | Hold |
1,468
| – | – | 0.47% | 36 |
|
|
2024
Q4 | $658K | Sell |
1,468
-163
| -10% | -$73.1K | 0.44% | 37 |
|
|
2024
Q3 | $953K | Hold |
1,631
| – | – | 0.66% | 31 |
|
|
2024
Q2 | $762K | Hold |
1,631
| – | – | 0.58% | 38 |
|
|
2024
Q1 | $753K | Sell |
1,631
-12
| -0.7% | -$5.54K | 0.6% | 35 |
|
|
2023
Q4 | $745K | Hold |
1,643
| – | – | 0.63% | 31 |
|
|
2023
Q3 | $672K | Sell |
1,643
-50
| -3% | -$20.4K | 0.64% | 32 |
|
|
2023
Q2 | $779K | Buy |
+1,693
| New | +$779K | 0.77% | 34 |
|