CFM Wealth Partners’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 | $454K | Hold |
981
| – | – | 0.07% | 98 |
|
|
2025
Q1 | $438K | Sell |
981
-30
| -3% | -$13.4K | 0.08% | 103 |
|
|
2024
Q4 | $491K | Buy |
1,011
+30
| +3% | +$14.6K | 0.08% | 97 |
|
|
2024
Q3 | $573K | Buy |
981
+20
| +2% | +$11.7K | 0.1% | 100 |
|
|
2024
Q2 | $449K | Sell |
961
-125
| -12% | -$58.4K | 0.08% | 104 |
|
|
2024
Q1 | $494K | Sell |
1,086
-5
| -0.5% | -$2.27K | 0.1% | 110 |
|
|
2023
Q4 | $494K | Hold |
1,091
| – | – | 0.11% | 111 |
|
|
2023
Q3 | $446K | Hold |
1,091
| – | – | 0.12% | 102 |
|
|
2023
Q2 | $502K | Sell |
1,091
-12
| -1% | -$5.53K | 0.12% | 114 |
|
|
2023
Q1 | $521K | Hold |
1,103
| – | – | 0.14% | 103 |
|
|
2022
Q4 | $537K | Hold |
1,103
| – | – | 0.16% | 104 |
|
|
2022
Q3 | $426K | Buy |
1,103
+17
| +2% | +$6.57K | 0.14% | 109 |
|
|
2022
Q2 | $467K | Hold |
1,086
| – | – | 0.14% | 109 |
|
|
2022
Q1 | $479K | Hold |
1,086
| – | – | 0.11% | 114 |
|
|
2021
Q4 | $385K | Sell |
1,086
-14
| -1% | -$4.96K | 0.09% | 129 |
|
|
2021
Q3 | $379K | Sell |
1,100
-156
| -12% | -$53.7K | 0.1% | 127 |
|
|
2021
Q2 | $475K | Hold |
1,256
| – | – | 0.13% | 106 |
|
|
2021
Q1 | $464K | Hold |
1,256
| – | – | 0.14% | 103 |
|
|
2020
Q4 | $446K | Hold |
1,256
| – | – | 0.14% | 94 |
|
|
2020
Q3 | $481K | Hold |
1,256
| – | – | 0.18% | 88 |
|
|
2020
Q2 | $458K | Hold |
1,256
| – | – | 0.17% | 85 |
|
|
2020
Q1 | $26K | Sell |
1,256
-35
| -3% | -$725 | 0.01% | 335 |
|
|
2019
Q4 | $550K | Buy |
+1,291
| New | +$550K | 0.2% | 81 |
|