Crestmont Private Wealth’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
$273K Buy
588
+3
+0.5% +$1.39K 0.1% 63
2025
Q1
$261K Buy
585
+105
+22% +$46.9K 0.11% 61
2024
Q4
$233K Sell
480
-120
-20% -$58.4K 0.11% 64
2024
Q3
$351K Buy
600
+9
+2% +$5.26K 0.15% 52
2024
Q2
$276K Buy
+591
New +$276K 0.13% 62