Fairhaven 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
2024
Q4
$224K Sell
460
-195
-30% -$94.8K 0.07% 104
2024
Q3
$383K Hold
655
0.12% 76
2024
Q2
$306K Hold
655
0.1% 83
2024
Q1
$298K Hold
655
0.1% 84
2023
Q4
$297K Hold
655
0.11% 82
2023
Q3
$268K Hold
655
0.11% 85
2023
Q2
$302K Buy
+655
New +$302K 0.12% 83
2022
Q4
$319K Sell
655
-5
-0.8% -$2.43K 0.14% 72
2022
Q3
$255K Buy
660
+23
+4% +$8.89K 0.11% 79
2022
Q2
$274K Sell
637
-13
-2% -$5.59K 0.13% 78
2022
Q1
$287K Buy
650
+12
+2% +$5.3K 0.12% 83
2021
Q4
$227K Sell
638
-101
-14% -$35.9K 0.09% 101
2021
Q3
$255K Hold
739
0.11% 86
2021
Q2
$280K Sell
739
-38
-5% -$14.4K 0.11% 86
2021
Q1
$287K Sell
777
-77
-9% -$28.4K 0.12% 86
2020
Q4
$303K Buy
854
+283
+50% +$100K 0.13% 80
2020
Q3
$219K Sell
571
-3
-0.5% -$1.15K 0.13% 82
2020
Q2
$209K Sell
574
-69
-11% -$25.1K 0.14% 84
2020
Q1
$218K Buy
+643
New +$218K 0.2% 64