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Goldstein Advisors’s Lockheed Martin LMT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$206K Sell
444
-517
-54% -$239K 0.03% 187
2025
Q1
$429K Sell
961
-749
-44% -$335K 0.06% 101
2024
Q4
$831K Sell
1,710
-3
-0.2% -$1.46K 0.12% 65
2024
Q3
$1M Sell
1,713
-18
-1% -$10.5K 0.15% 55
2024
Q2
$809K Buy
1,731
+21
+1% +$9.81K 0.14% 57
2024
Q1
$778K Buy
1,710
+12
+0.7% +$5.46K 0.13% 58
2023
Q4
$770K Sell
1,698
-65
-4% -$29.5K 0.13% 83
2023
Q3
$721K Buy
1,763
+73
+4% +$29.9K 0.15% 56
2023
Q2
$778K Hold
1,690
0.16% 55
2023
Q1
$799K Sell
1,690
-2
-0.1% -$945 0.18% 53
2022
Q4
$823K Buy
+1,692
New +$823K 0.2% 53