Falcon Wealth Planning’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 | $335K | Buy |
723
+33
| +5% | +$15.3K | 0.03% | 131 |
|
|
2025
Q1 | $308K | Buy |
690
+3
| +0.4% | +$1.34K | 0.03% | 136 |
|
|
2024
Q4 | $334K | Sell |
687
-2
| -0.3% | -$972 | 0.04% | 127 |
|
|
2024
Q3 | $403K | Buy |
689
+28
| +4% | +$16.4K | 0.05% | 106 |
|
|
2024
Q2 | $309K | Sell |
661
-901
| -58% | -$421K | 0.04% | 106 |
|
|
2024
Q1 | $711K | Buy |
+1,562
| New | +$711K | 0.11% | 65 |
|