Concord 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 | $3.88M | Buy |
8,375
+2
| +0% | +$926 | 0.57% | 35 |
|
|
2025
Q1 | $3.74M | Buy |
8,373
+2,123
| +34% | +$948K | 0.61% | 37 |
|
|
2024
Q4 | $3.04M | Buy |
6,250
+4,139
| +196% | +$2.01M | 0.5% | 52 |
|
|
2024
Q3 | $1.23M | Sell |
2,111
-34
| -2% | -$19.9K | 0.21% | 84 |
|
|
2024
Q2 | $1M | Sell |
2,145
-168
| -7% | -$78.5K | 0.18% | 102 |
|
|
2024
Q1 | $1.05M | Buy |
2,313
+1,175
| +103% | +$535K | 0.19% | 97 |
|
|
2023
Q4 | $516K | Sell |
1,138
-2,037
| -64% | -$923K | 0.1% | 124 |
|
|
2023
Q3 | $1.3M | Buy |
3,175
+1,593
| +101% | +$652K | 0.28% | 66 |
|
|
2023
Q2 | $728K | Buy |
1,582
+570
| +56% | +$262K | 0.16% | 86 |
|
|
2023
Q1 | $478K | Sell |
1,012
-392
| -28% | -$185K | 0.14% | 91 |
|
|
2022
Q4 | $683K | Sell |
1,404
-351
| -20% | -$171K | 0.21% | 65 |
|
|
2022
Q3 | $678K | Buy |
1,755
+65
| +4% | +$25.1K | 0.22% | 69 |
|
|
2022
Q2 | $727K | Buy |
1,690
+108
| +7% | +$46.5K | 0.2% | 72 |
|
|
2022
Q1 | $698K | Buy |
1,582
+47
| +3% | +$20.7K | 0.18% | 77 |
|
|
2021
Q4 | $546K | Buy |
1,535
+777
| +103% | +$276K | 0.13% | 91 |
|
|
2021
Q3 | $262K | Sell |
758
-505
| -40% | -$175K | 0.11% | 71 |
|
|
2021
Q2 | $478K | Buy |
1,263
+32
| +3% | +$12.1K | 0.14% | 68 |
|
|
2021
Q1 | $455K | Buy |
1,231
+1,075
| +689% | +$397K | 0.15% | 65 |
|
|
2020
Q4 | $55K | Buy |
+156
| New | +$55K | 0.04% | 195 |
|