Core Wealth Advisors’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 | $232K | Sell |
500
-6
| -1% | -$2.78K | 0.07% | 69 |
|
|
2025
Q1 | $226K | Buy |
506
+6
| +1% | +$2.68K | 0.07% | 61 |
|
|
2024
Q4 | $243K | Buy |
500
+9
| +2% | +$4.37K | 0.08% | 57 |
|
|
2024
Q3 | $287K | Hold |
491
| – | – | 0.09% | 52 |
|
|
2024
Q2 | $229K | Buy |
491
+3
| +0.6% | +$1.4K | 0.08% | 53 |
|
|
2024
Q1 | $222K | Buy |
488
+5
| +1% | +$2.27K | 0.08% | 54 |
|
|
2023
Q4 | $219K | Buy |
483
+300
| +164% | +$136K | 0.08% | 47 |
|
|
2023
Q3 | $74.8K | Hold |
183
| – | – | 0.03% | 69 |
|
|
2023
Q2 | $84.3K | Buy |
183
+25
| +16% | +$11.5K | 0.03% | 69 |
|
|
2023
Q1 | $74.7K | Hold |
158
| – | – | 0.03% | 72 |
|
|
2022
Q4 | $76.9K | Buy |
158
+8
| +5% | +$3.89K | 0.03% | 67 |
|
|
2022
Q3 | $58K | Hold |
150
| – | – | 0.03% | 64 |
|
|
2022
Q2 | $64K | Hold |
150
| – | – | 0.04% | 60 |
|
|
2022
Q1 | $66K | Hold |
150
| – | – | 0.04% | 62 |
|
|
2021
Q4 | $53K | Hold |
150
| – | – | 0.03% | 85 |
|
|
2021
Q3 | $52K | Buy |
+150
| New | +$52K | 0.03% | 77 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | -$8K | – | 191 |
|
|
2020
Q4 | $8K | Sell |
23
-6
| -21% | -$2.09K | 0.01% | 123 |
|
|
2020
Q3 | $11K | Buy |
+29
| New | +$11K | 0.01% | 97 |
|
|
2020
Q2 | – | Sell |
-10
| Closed | -$3K | – | 149 |
|
|
2020
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 119 |
|
|
2019
Q4 | $4K | Buy |
+10
| New | +$4K | ﹤0.01% | 102 |
|