Forza 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 | $945K | Hold |
2,040
| – | – | 0.39% | 66 |
|
|
2025
Q1 | $911K | Sell |
2,040
-100
| -5% | -$44.7K | 0.41% | 62 |
|
|
2024
Q4 | $1.04M | Hold |
2,140
| – | – | 0.47% | 54 |
|
|
2024
Q3 | $1.25M | Sell |
2,140
-1
| -0% | -$585 | 0.57% | 47 |
|
|
2024
Q2 | $1M | Sell |
2,141
-200
| -9% | -$93.4K | 0.52% | 54 |
|
|
2024
Q1 | $1.06M | Hold |
2,341
| – | – | 0.55% | 54 |
|
|
2023
Q4 | $1.06M | Sell |
2,341
-1,197
| -34% | -$543K | 0.59% | 53 |
|
|
2023
Q3 | $1.45M | Hold |
3,538
| – | – | 0.75% | 39 |
|
|
2023
Q2 | $1.63M | Buy |
3,538
+70
| +2% | +$32.2K | 0.82% | 31 |
|
|
2023
Q1 | $1.64M | Buy |
3,468
+2,587
| +294% | +$1.22M | 0.84% | 30 |
|
|
2022
Q4 | $429K | Buy |
+881
| New | +$429K | 0.28% | 96 |
|