Fermata Advisors’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 | – | Sell |
-929
| Closed | -$415K | – | 257 |
|
|
2025
Q1 | $415K | Buy |
+929
| New | +$415K | 0.08% | 180 |
|
|
2022
Q2 | – | Sell |
-537
| Closed | -$239K | – | 181 |
|
|
2022
Q1 | $239K | Buy |
+537
| New | +$239K | 0.09% | 148 |
|
|
2021
Q4 | – | Sell |
-638
| Closed | -$221K | – | 189 |
|
|
2021
Q3 | $221K | Sell |
638
-17
| -3% | -$5.89K | 0.1% | 161 |
|
|
2021
Q2 | $249K | Buy |
+655
| New | +$249K | 0.14% | 122 |
|