Connecticut 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 | $264K | Buy |
+571
| New | +$264K | 0.01% | 275 |
|
|
2025
Q1 | – | Sell |
-527
| Closed | -$256K | – | 315 |
|
|
2024
Q4 | $256K | Sell |
527
-149
| -22% | -$72.4K | 0.01% | 241 |
|
|
2024
Q3 | $395K | Sell |
676
-23
| -3% | -$13.4K | 0.02% | 243 |
|
|
2024
Q2 | $327K | Sell |
699
-40
| -5% | -$18.7K | 0.02% | 253 |
|
|
2024
Q1 | $336K | Sell |
739
-20
| -3% | -$9.1K | 0.02% | 256 |
|
|
2023
Q4 | $344K | Buy |
759
+122
| +19% | +$55.3K | 0.02% | 251 |
|
|
2023
Q3 | $261K | Buy |
+637
| New | +$261K | 0.02% | 249 |
|
|
2023
Q2 | – | Sell |
-498
| Closed | -$235K | – | 270 |
|
|
2023
Q1 | $235K | Buy |
498
+23
| +5% | +$10.9K | 0.02% | 223 |
|
|
2022
Q4 | $231K | Buy |
+475
| New | +$231K | 0.02% | 184 |
|
|
2022
Q3 | – | Sell |
-484
| Closed | -$208K | – | 198 |
|
|
2022
Q2 | $208K | Buy |
+484
| New | +$208K | 0.02% | 176 |
|