Eads & Heald Wealth Management’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 | $917K | Hold |
1,979
| – | – | 0.45% | 86 |
|
|
2025
Q1 | $884K | Sell |
1,979
-115
| -5% | -$51.4K | 0.45% | 87 |
|
|
2024
Q4 | $1.02M | Buy |
2,094
+15
| +0.7% | +$7.29K | 0.5% | 81 |
|
|
2024
Q3 | $1.22M | Sell |
2,079
-108
| -5% | -$63.1K | 0.58% | 78 |
|
|
2024
Q2 | $1.02M | Sell |
2,187
-15
| -0.7% | -$7.01K | 0.49% | 83 |
|
|
2024
Q1 | $1M | Sell |
2,202
-135
| -6% | -$61.4K | 0.47% | 90 |
|
|
2023
Q4 | $1.06M | Sell |
2,337
-53
| -2% | -$24K | 0.51% | 84 |
|
|
2023
Q3 | $977K | Sell |
2,390
-75
| -3% | -$30.7K | 0.51% | 86 |
|
|
2023
Q2 | $1.14M | Sell |
2,465
-73
| -3% | -$33.6K | 0.56% | 81 |
|
|
2023
Q1 | $1.2M | Buy |
2,538
+191
| +8% | +$90.3K | 0.59% | 78 |
|
|
2022
Q4 | $1.14M | Sell |
2,347
-47
| -2% | -$22.9K | 0.58% | 78 |
|
|
2022
Q3 | $925K | Buy |
2,394
+6
| +0.3% | +$2.32K | 0.52% | 82 |
|
|
2022
Q2 | $1.03M | Buy |
2,388
+91
| +4% | +$39.1K | 0.55% | 82 |
|
|
2022
Q1 | $1.01M | Buy |
2,297
+1
| +0% | +$441 | 0.47% | 89 |
|
|
2021
Q4 | $816K | Sell |
2,296
-144
| -6% | -$51.2K | 0.35% | 101 |
|
|
2021
Q3 | $842K | Sell |
2,440
-27
| -1% | -$9.32K | 0.41% | 94 |
|
|
2021
Q2 | $933K | Buy |
2,467
+260
| +12% | +$98.3K | 0.46% | 93 |
|
|
2021
Q1 | $815K | Buy |
2,207
+68
| +3% | +$25.1K | 0.42% | 93 |
|
|
2020
Q4 | $759K | Sell |
2,139
-488
| -19% | -$173K | 0.41% | 94 |
|
|
2020
Q3 | $1.01M | Buy |
2,627
+438
| +20% | +$168K | 0.6% | 74 |
|
|
2020
Q2 | $799K | Sell |
2,189
-145
| -6% | -$52.9K | 0.49% | 84 |
|
|
2020
Q1 | $791K | Sell |
2,334
-155
| -6% | -$52.5K | 0.56% | 80 |
|
|
2019
Q4 | $969K | Buy |
2,489
+116
| +5% | +$45.2K | 0.51% | 85 |
|
|
2019
Q3 | $926K | Sell |
2,373
-75
| -3% | -$29.3K | 0.52% | 82 |
|
|
2019
Q2 | $890K | Sell |
2,448
-65
| -3% | -$23.6K | 0.5% | 82 |
|
|
2019
Q1 | $754K | Hold |
2,513
| – | – | 0.44% | 92 |
|
|
2018
Q4 | $658K | Sell |
2,513
-28
| -1% | -$7.33K | 0.44% | 92 |
|
|
2018
Q3 | $879K | Buy |
2,541
+61
| +2% | +$21.1K | 0.5% | 82 |
|
|
2018
Q2 | $733K | Buy |
2,480
+203
| +9% | +$60K | 0.45% | 90 |
|
|
2018
Q1 | $769K | Sell |
2,277
-325
| -12% | -$110K | 0.49% | 88 |
|
|
2017
Q4 | $835K | Sell |
2,602
-20
| -0.8% | -$6.42K | 0.49% | 90 |
|
|
2017
Q3 | $814K | Sell |
2,622
-119
| -4% | -$36.9K | 0.51% | 90 |
|
|
2017
Q2 | $761K | Sell |
2,741
-212
| -7% | -$58.9K | 0.49% | 88 |
|
|
2017
Q1 | $790K | Sell |
2,953
-26
| -0.9% | -$6.96K | 0.51% | 87 |
|
|
2016
Q4 | $745K | Sell |
2,979
-251
| -8% | -$62.8K | 0.51% | 83 |
|
|
2016
Q3 | $774K | Sell |
3,230
-162
| -5% | -$38.8K | 0.53% | 81 |
|
|
2016
Q2 | $842K | Sell |
3,392
-260
| -7% | -$64.5K | 0.58% | 77 |
|
|
2016
Q1 | $809K | Sell |
3,652
-93
| -2% | -$20.6K | 0.56% | 77 |
|
|
2015
Q4 | $813K | Sell |
3,745
-289
| -7% | -$62.7K | 0.56% | 77 |
|
|
2015
Q3 | $836K | Sell |
4,034
-348
| -8% | -$72.1K | 0.6% | 75 |
|
|
2015
Q2 | $815K | Sell |
4,382
-270
| -6% | -$50.2K | 0.54% | 84 |
|
|
2015
Q1 | $944K | Sell |
4,652
-52
| -1% | -$10.6K | 0.61% | 75 |
|
|
2014
Q4 | $906K | Sell |
4,704
-300
| -6% | -$57.8K | 0.58% | 78 |
|
|
2014
Q3 | $915K | Sell |
5,004
-782
| -14% | -$143K | 0.62% | 74 |
|
|
2014
Q2 | $930K | Buy |
5,786
+376
| +7% | +$60.4K | 0.62% | 72 |
|
|
2014
Q1 | $883K | Buy |
5,410
+100
| +2% | +$16.3K | 0.58% | 77 |
|
|
2013
Q4 | $789K | Buy |
5,310
+915
| +21% | +$136K | 0.52% | 81 |
|
|
2013
Q3 | $561K | Buy |
4,395
+155
| +4% | +$19.8K | 0.4% | 94 |
|
|
2013
Q2 | $460K | Buy |
+4,240
| New | +$460K | 0.33% | 94 |
|