EWM
Empirical Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.58M | Buy |
12,051
+355
| +3% | +$164K | 0.13% | 122 |
|
|
2025
Q1 | $5.22M | Buy |
11,696
+9,714
| +490% | +$4.34M | 0.13% | 127 |
|
|
2024
Q4 | $963K | Sell |
1,982
-82
| -4% | -$39.8K | 0.03% | 282 |
|
|
2024
Q3 | $1.21M | Buy |
2,064
+592
| +40% | +$346K | 0.03% | 247 |
|
|
2024
Q2 | $687K | Buy |
1,472
+344
| +30% | +$161K | 0.02% | 296 |
|
|
2024
Q1 | $513K | Sell |
1,128
-111
| -9% | -$50.5K | 0.02% | 338 |
|
|
2023
Q4 | $561K | Sell |
1,239
-18
| -1% | -$8.16K | 0.02% | 305 |
|
|
2023
Q3 | $514K | Sell |
1,257
-597
| -32% | -$244K | 0.02% | 301 |
|
|
2023
Q2 | $854K | Sell |
1,854
-6,418
| -78% | -$2.95M | 0.03% | 244 |
|
|
2023
Q1 | $3.91M | Buy |
8,272
+859
| +12% | +$406K | 0.17% | 97 |
|
|
2022
Q4 | $3.61M | Buy |
7,413
+464
| +7% | +$226K | 0.17% | 96 |
|
|
2022
Q3 | $2.68M | Buy |
6,949
+1,323
| +24% | +$511K | 0.14% | 108 |
|
|
2022
Q2 | $2.42M | Buy |
5,626
+4,253
| +310% | +$1.83M | 0.13% | 111 |
|
|
2022
Q1 | $606K | Sell |
1,373
-385
| -22% | -$170K | 0.03% | 294 |
|
|
2021
Q4 | $625K | Buy |
1,758
+23
| +1% | +$8.18K | 0.03% | 295 |
|
|
2021
Q3 | $599K | Sell |
1,735
-955
| -36% | -$330K | 0.03% | 262 |
|
|
2021
Q2 | $1.02M | Buy |
2,690
+769
| +40% | +$291K | 0.06% | 185 |
|
|
2021
Q1 | $710K | Sell |
1,921
-400
| -17% | -$148K | 0.06% | 202 |
|
|
2020
Q4 | $824K | Sell |
2,321
-232
| -9% | -$82.4K | 0.06% | 175 |
|
|
2020
Q3 | $978K | Buy |
2,553
+111
| +5% | +$42.5K | 0.08% | 138 |
|
|
2020
Q2 | $891K | Sell |
2,442
-224
| -8% | -$81.7K | 0.08% | 136 |
|
|
2020
Q1 | $904K | Buy |
2,666
+1,480
| +125% | +$502K | 0.1% | 120 |
|
|
2019
Q4 | $462K | Buy |
1,186
+172
| +17% | +$67K | 0.05% | 197 |
|
|
2019
Q3 | $396K | Buy |
1,014
+456
| +82% | +$178K | 0.05% | 197 |
|
|
2019
Q2 | $203K | Buy |
+558
| New | +$203K | 0.03% | 249 |
|