GeoWealth 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 | $735K | Buy |
1,588
+222
| +16% | +$103K | 0.03% | 324 |
|
|
2025
Q1 | $610K | Sell |
1,366
-654
| -32% | -$292K | 0.02% | 381 |
|
|
2024
Q4 | $982K | Sell |
2,020
-266
| -12% | -$129K | 0.03% | 299 |
|
|
2024
Q3 | $1.34M | Sell |
2,286
-78
| -3% | -$45.6K | 0.05% | 248 |
|
|
2024
Q2 | $1.1M | Buy |
2,364
+299
| +14% | +$140K | 0.05% | 248 |
|
|
2024
Q1 | $939K | Buy |
2,065
+282
| +16% | +$128K | 0.04% | 308 |
|
|
2023
Q4 | $808K | Buy |
1,783
+1,779
| +44,475% | +$806K | 0.07% | 244 |
|
|
2023
Q3 | $2K | Sell |
4
-1
| -20% | -$500 | ﹤0.01% | 471 |
|
|
2023
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 430 |
|