Evergreen 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 | $2.94M | Buy |
6,357
+60
| +1% | +$27.8K | 1.65% | 21 |
|
|
2025
Q1 | $2.81M | Buy |
6,297
+124
| +2% | +$55.4K | 1.68% | 21 |
|
|
2024
Q4 | $3M | Sell |
6,173
-267
| -4% | -$130K | 1.77% | 24 |
|
|
2024
Q3 | $3.76M | Buy |
6,440
+1,057
| +20% | +$618K | 2.27% | 17 |
|
|
2024
Q2 | $2.51M | Hold |
5,383
| – | – | 1.67% | 22 |
|
|
2024
Q1 | $2.45M | Hold |
5,383
| – | – | 1.66% | 24 |
|
|
2023
Q4 | $2.44M | Buy |
5,383
+136
| +3% | +$61.6K | 1.79% | 21 |
|
|
2023
Q3 | $2.15M | Buy |
5,247
+75
| +1% | +$30.7K | 1.7% | 20 |
|
|
2023
Q2 | $2.38M | Buy |
5,172
+62
| +1% | +$28.5K | 1.87% | 19 |
|
|
2023
Q1 | $2.42M | Buy |
5,110
+74
| +1% | +$35K | 2.14% | 17 |
|
|
2022
Q4 | $2.45M | Buy |
+5,036
| New | +$2.45M | 2.25% | 15 |
|