Elwood & Goetz Wealth Advisory Group’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 | $521K | Sell |
1,126
-109
| -9% | -$50.5K | 0.11% | 57 |
|
|
2025
Q1 | $552K | Sell |
1,235
-461
| -27% | -$206K | 0.13% | 44 |
|
|
2024
Q4 | $824K | Sell |
1,696
-42
| -2% | -$20.4K | 0.2% | 36 |
|
|
2024
Q3 | $1.02M | Sell |
1,738
-12
| -0.7% | -$7.02K | 0.25% | 32 |
|
|
2024
Q2 | $817K | Sell |
1,750
-25
| -1% | -$11.7K | 0.23% | 31 |
|
|
2024
Q1 | $807K | Buy |
1,775
+671
| +61% | +$305K | 0.2% | 38 |
|
|
2023
Q4 | $500K | Buy |
1,104
+17
| +2% | +$7.71K | 0.11% | 48 |
|
|
2023
Q3 | $445K | Buy |
1,087
+505
| +87% | +$207K | 0.1% | 50 |
|
|
2023
Q2 | $268K | Buy |
+582
| New | +$268K | 0.06% | 56 |
|