Copperwynd Financial’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 | $212K | Buy |
457
+8
| +2% | +$3.7K | 0.05% | 152 |
|
|
2025
Q1 | $200K | Hold |
449
| – | – | 0.06% | 143 |
|
|
2024
Q4 | $218K | Sell |
449
-103
| -19% | -$50K | 0.06% | 130 |
|
|
2024
Q3 | $323K | Buy |
552
+3
| +0.5% | +$1.75K | 0.1% | 113 |
|
|
2024
Q2 | $297K | Buy |
549
+100
| +22% | +$54.2K | 0.1% | 113 |
|
|
2024
Q1 | $204K | Hold |
449
| – | – | 0.07% | 137 |
|
|
2023
Q4 | $203K | Buy |
+449
| New | +$203K | 0.08% | 132 |
|
|
2023
Q3 | – | Sell |
-453
| Closed | -$209K | – | 139 |
|
|
2023
Q2 | $209K | Sell |
453
-68
| -13% | -$31.3K | 0.1% | 125 |
|
|
2023
Q1 | $246K | Sell |
521
-36
| -6% | -$17K | 0.13% | 117 |
|
|
2022
Q4 | $271K | Buy |
557
+37
| +7% | +$18K | 0.15% | 112 |
|
|
2022
Q3 | $201K | Buy |
520
+13
| +3% | +$5.03K | 0.12% | 115 |
|
|
2022
Q2 | $218K | Sell |
507
-11
| -2% | -$4.73K | 0.13% | 113 |
|
|
2022
Q1 | $229K | Buy |
+518
| New | +$229K | 0.09% | 114 |
|
|
2021
Q4 | – | Sell |
-1,194
| Closed | -$412K | – | 122 |
|
|
2021
Q3 | $412K | Buy |
1,194
+160
| +15% | +$55.2K | 0.17% | 107 |
|
|
2021
Q2 | $391K | Hold |
1,034
| – | – | 0.17% | 108 |
|
|
2021
Q1 | $382K | Hold |
1,034
| – | – | 0.17% | 107 |
|
|
2020
Q4 | $367K | Hold |
1,034
| – | – | 0.18% | 97 |
|
|
2020
Q3 | $396K | Hold |
1,034
| – | – | 0.21% | 80 |
|
|
2020
Q2 | $377K | Sell |
1,034
-15
| -1% | -$5.47K | 0.22% | 77 |
|
|
2020
Q1 | $356K | Sell |
1,049
-285
| -21% | -$96.7K | 0.17% | 63 |
|
|
2019
Q4 | $519K | Hold |
1,334
| – | – | 0.28% | 80 |
|
|
2019
Q3 | $505K | Buy |
1,334
+200
| +18% | +$75.7K | 0.29% | 76 |
|
|
2019
Q2 | $412K | Hold |
1,134
| – | – | 0.24% | 81 |
|
|
2019
Q1 | $340K | Sell |
1,134
-200
| -15% | -$60K | 0.2% | 90 |
|
|
2018
Q4 | $349K | Hold |
1,334
| – | – | 0.22% | 61 |
|
|
2018
Q3 | $462K | Sell |
1,334
-200
| -13% | -$69.3K | 0.28% | 52 |
|
|
2018
Q2 | $453K | Hold |
1,534
| – | – | 0.32% | 43 |
|
|
2018
Q1 | $518K | Hold |
1,534
| – | – | 0.36% | 35 |
|
|
2017
Q4 | $492K | Buy |
+1,534
| New | +$492K | 0.36% | 35 |
|