Compass 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 | $341K | Sell |
736
-15
| -2% | -$6.95K | 0.08% | 127 |
|
|
2025
Q1 | $335K | Hold |
751
| – | – | 0.09% | 122 |
|
|
2024
Q4 | $365K | Hold |
751
| – | – | 0.09% | 124 |
|
|
2024
Q3 | $439K | Hold |
751
| – | – | 0.1% | 118 |
|
|
2024
Q2 | $351K | Hold |
751
| – | – | 0.09% | 126 |
|
|
2024
Q1 | $342K | Hold |
751
| – | – | 0.09% | 128 |
|
|
2023
Q4 | $340K | Hold |
751
| – | – | 0.1% | 126 |
|
|
2023
Q3 | $307K | Hold |
751
| – | – | 0.1% | 127 |
|
|
2023
Q2 | $346K | Hold |
751
| – | – | 0.1% | 127 |
|
|
2023
Q1 | $355K | Hold |
751
| – | – | 0.11% | 125 |
|
|
2022
Q4 | $365K | Buy |
+751
| New | +$365K | 0.12% | 118 |
|