DWM
Destination Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.86M | Buy |
16,972
+636
| +4% | +$295K | 0.23% | 81 |
|
|
2025
Q1 | $7.3M | Sell |
16,336
-61
| -0.4% | -$27.2K | 0.23% | 82 |
|
|
2024
Q4 | $7.97M | Sell |
16,397
-423
| -3% | -$206K | 0.25% | 82 |
|
|
2024
Q3 | $9.83M | Sell |
16,820
-296
| -2% | -$173K | 0.3% | 74 |
|
|
2024
Q2 | $7.99M | Sell |
17,116
-49
| -0.3% | -$22.9K | 0.26% | 76 |
|
|
2024
Q1 | $7.81M | Buy |
17,165
+84
| +0.5% | +$38.2K | 0.26% | 78 |
|
|
2023
Q4 | $7.74M | Buy |
17,081
+39
| +0.2% | +$17.7K | 0.27% | 79 |
|
|
2023
Q3 | $6.97M | Buy |
17,042
+173
| +1% | +$70.7K | 0.27% | 77 |
|
|
2023
Q2 | $7.77M | Sell |
16,869
-480
| -3% | -$221K | 0.29% | 73 |
|
|
2023
Q1 | $8.2M | Sell |
17,349
-295
| -2% | -$139K | 0.31% | 73 |
|
|
2022
Q4 | $8.58M | Sell |
17,644
-407
| -2% | -$198K | 0.34% | 73 |
|
|
2022
Q3 | $6.97M | Buy |
18,051
+237
| +1% | +$91.6K | 0.29% | 76 |
|
|
2022
Q2 | $7.66M | Buy |
17,814
+343
| +2% | +$147K | 0.31% | 76 |
|
|
2022
Q1 | $7.71M | Buy |
17,471
+907
| +5% | +$400K | 0.29% | 76 |
|
|
2021
Q4 | $5.89M | Sell |
16,564
-42
| -0.3% | -$14.9K | 0.21% | 83 |
|
|
2021
Q3 | $5.73M | Sell |
16,606
-394
| -2% | -$136K | 0.22% | 80 |
|
|
2021
Q2 | $6.43M | Buy |
17,000
+63
| +0.4% | +$23.8K | 0.25% | 77 |
|
|
2021
Q1 | $6.26M | Buy |
16,937
+572
| +3% | +$211K | 0.26% | 76 |
|
|
2020
Q4 | $5.81M | Buy |
16,365
+19
| +0.1% | +$6.74K | 0.25% | 72 |
|
|
2020
Q3 | $6.27M | Buy |
16,346
+182
| +1% | +$69.8K | 0.32% | 63 |
|
|
2020
Q2 | $5.9M | Buy |
16,164
+283
| +2% | +$103K | 0.32% | 62 |
|
|
2020
Q1 | $5.38M | Sell |
15,881
-589
| -4% | -$200K | 0.33% | 60 |
|
|
2019
Q4 | $6.41M | Buy |
16,470
+234
| +1% | +$91.1K | 0.33% | 59 |
|
|
2019
Q3 | $6.33M | Sell |
16,236
-297
| -2% | -$116K | 0.34% | 58 |
|
|
2019
Q2 | $6.01M | Sell |
16,533
-338
| -2% | -$123K | 0.33% | 59 |
|
|
2019
Q1 | $5.06M | Sell |
16,871
-698
| -4% | -$210K | 0.28% | 61 |
|
|
2018
Q4 | $4.6M | Sell |
17,569
-736
| -4% | -$193K | 0.28% | 64 |
|
|
2018
Q3 | $6.33M | Sell |
18,305
-70
| -0.4% | -$24.2K | 0.35% | 55 |
|
|
2018
Q2 | $5.43M | Buy |
18,375
+18,225
| +12,150% | +$5.38M | 0.33% | 56 |
|
|
2018
Q1 | $18K | Sell |
150
-20,166
| -99% | -$2.42M | ﹤0.01% | 349 |
|
|
2017
Q4 | $6.52M | Sell |
20,316
-190
| -0.9% | -$61K | 0.4% | 54 |
|
|
2017
Q3 | $6.36M | Buy |
20,506
+1,311
| +7% | +$407K | 0.41% | 54 |
|
|
2017
Q2 | $5.33M | Buy |
19,195
+246
| +1% | +$68.3K | 0.36% | 59 |
|
|
2017
Q1 | $5.07M | Buy |
18,949
+1,132
| +6% | +$303K | 0.35% | 51 |
|
|
2016
Q4 | $4.45M | Buy |
17,817
+2,462
| +16% | +$615K | 0.33% | 53 |
|
|
2016
Q3 | $3.68M | Buy |
15,355
+2,657
| +21% | +$637K | 0.28% | 56 |
|
|
2016
Q2 | $3.15M | Buy |
12,698
+7,489
| +144% | +$1.86M | 0.26% | 57 |
|
|
2016
Q1 | $1.13M | Hold |
5,209
| – | – | 0.11% | 73 |
|
|
2015
Q4 | $1.13M | Buy |
5,209
+1,119
| +27% | +$243K | 0.11% | 73 |
|
|
2015
Q3 | $848K | Sell |
4,090
-822
| -17% | -$170K | 0.09% | 74 |
|
|
2015
Q2 | $913K | Buy |
4,912
+1,651
| +51% | +$307K | 0.06% | 136 |
|
|
2015
Q1 | $662K | Buy |
3,261
+685
| +27% | +$139K | 0.07% | 62 |
|
|
2014
Q4 | $496K | Buy |
2,576
+120
| +5% | +$23.1K | 0.05% | 77 |
|
|
2014
Q3 | $449K | Sell |
2,456
-279
| -10% | -$51K | 0.05% | 92 |
|
|
2014
Q2 | $440K | Buy |
2,735
+533
| +24% | +$85.7K | 0.05% | 95 |
|
|
2014
Q1 | $359K | Buy |
2,202
+286
| +15% | +$46.6K | 0.04% | 94 |
|
|
2013
Q4 | $285K | Buy |
+1,916
| New | +$285K | 0.03% | 91 |
|