Exencial Wealth Advisors’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 | $373K | Buy |
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|
2025
Q2 | $313K | Buy |
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|
2025
Q1 | $277K | Sell |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $2.45M | Buy |
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|
2023
Q4 | $2.19M | Buy |
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|
2023
Q3 | $1.84M | Sell |
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|
2023
Q2 | $2.28M | Buy |
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|
2023
Q1 | $1.93M | Sell |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $2.04M | Sell |
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|
2022
Q2 | $2.27M | Sell |
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|
2022
Q1 | $3.88M | Sell |
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|
2021
Q4 | $3.7M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $3.92M | Sell |
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|
2021
Q1 | $4.79M | Buy |
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|
2020
Q4 | $3.97M | Sell |
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|
2020
Q3 | $6.06M | Buy |
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|
2020
Q2 | $4.55M | Buy |
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|
2020
Q1 | $3.2M | Buy |
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|
2019
Q4 | $3.59M | Sell |
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|
2019
Q3 | $5.93M | Sell |
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|
2019
Q2 | $5.75M | Sell |
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|
2019
Q1 | $4.76M | Buy |
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|
2018
Q4 | $3.82M | Buy |
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|
2018
Q3 | $223K | Buy |
|