Dougherty Wealth Advisers’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Hold |
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|
2025
Q2 | $214K | Hold |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $225K | Hold |
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|
2024
Q3 | $270K | Hold |
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|
2024
Q2 | $216K | Hold |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $209K | Hold |
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|
2023
Q3 | $189K | Hold |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $218K | Hold |
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|
2022
Q4 | $225K | Hold |
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|
2022
Q3 | $178K | Hold |
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|
2022
Q2 | $199K | Hold |
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|
2022
Q1 | $204K | Hold |
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|
2021
Q4 | $164K | Hold |
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|
2021
Q3 | $159K | Hold |
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|
2021
Q2 | $175K | Hold |
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|
2021
Q1 | $171K | Sell |
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|
2020
Q4 | $249K | Hold |
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|
2020
Q3 | $269K | Hold |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $238K | Hold |
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|
2019
Q4 | $273K | Hold |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $210K | Hold |
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|
2018
Q4 | $210K | Buy |
|