Congress Wealth Management’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.14M Sell
2025
Q1
$5.09M Buy
2024
Q4
$4.85M Buy
2024
Q3
$4.32M Buy
2024
Q2
$430K Sell
2024
Q1
$1.13M Sell
2023
Q4
$1.89M Buy
2023
Q3
$413K Buy
2023
Q2
$338K Buy
2023
Q1
$331K Buy
2022
Q4
$316K Sell
2022
Q3
$257K Sell
2022
Q2
$351K Sell
2022
Q1
$367K Sell
2021
Q4
$805K Buy