Congress 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 | $5.14M | Sell |
11,093
-309
| -3% | -$143K | 0.05% | 376 |
|
|
2025
Q1 | $5.09M | Buy |
11,402
+1,413
| +14% | +$630K | 0.06% | 329 |
|
|
2024
Q4 | $4.85M | Buy |
9,989
+2,597
| +35% | +$1.26M | 0.07% | 284 |
|
|
2024
Q3 | $4.32M | Buy |
7,392
+6,473
| +704% | +$3.78M | 0.06% | 316 |
|
|
2024
Q2 | $430K | Sell |
919
-1,561
| -63% | -$730K | 0.01% | 555 |
|
|
2024
Q1 | $1.13M | Sell |
2,480
-1,686
| -40% | -$767K | 0.02% | 365 |
|
|
2023
Q4 | $1.89M | Buy |
4,166
+3,157
| +313% | +$1.43M | 0.03% | 319 |
|
|
2023
Q3 | $413K | Buy |
1,009
+274
| +37% | +$112K | 0.01% | 480 |
|
|
2023
Q2 | $338K | Buy |
735
+36
| +5% | +$16.6K | 0.01% | 469 |
|
|
2023
Q1 | $331K | Buy |
699
+49
| +8% | +$23.2K | 0.01% | 474 |
|
|
2022
Q4 | $316K | Sell |
650
-15
| -2% | -$7.3K | 0.01% | 467 |
|
|
2022
Q3 | $257K | Sell |
665
-154
| -19% | -$59.5K | 0.01% | 490 |
|
|
2022
Q2 | $351K | Sell |
819
-14
| -2% | -$6K | 0.01% | 451 |
|
|
2022
Q1 | $367K | Sell |
833
-1,433
| -63% | -$631K | 0.01% | 479 |
|
|
2021
Q4 | $805K | Buy |
+2,266
| New | +$805K | 0.02% | 397 |
|