Guardian Wealth Advisors (North Carolina)’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 | $560K | Sell |
1,209
-12
| -1% | -$5.56K | 0.04% | 186 |
|
|
2025
Q1 | $545K | Sell |
1,221
-146
| -11% | -$65.2K | 0.04% | 172 |
|
|
2024
Q4 | $664K | Buy |
1,367
+179
| +15% | +$87K | 0.05% | 163 |
|
|
2024
Q3 | $695K | Buy |
1,188
+43
| +4% | +$25.1K | 0.07% | 131 |
|
|
2024
Q2 | $535K | Buy |
1,145
+14
| +1% | +$6.54K | 0.06% | 147 |
|
|
2024
Q1 | $514K | Buy |
1,131
+13
| +1% | +$5.91K | 0.06% | 150 |
|
|
2023
Q4 | $507K | Buy |
1,118
+4
| +0.4% | +$1.81K | 0.08% | 133 |
|
|
2023
Q3 | $456K | Sell |
1,114
-10
| -0.9% | -$4.09K | 0.08% | 129 |
|
|
2023
Q2 | $517K | Buy |
1,124
+131
| +13% | +$60.3K | 0.09% | 119 |
|
|
2023
Q1 | $469K | Buy |
993
+94
| +10% | +$44.4K | 0.08% | 125 |
|
|
2022
Q4 | $437K | Sell |
899
-12
| -1% | -$5.84K | 0.08% | 121 |
|
|
2022
Q3 | $352K | Sell |
911
-111
| -11% | -$42.9K | 0.07% | 131 |
|
|
2022
Q2 | $439K | Sell |
1,022
-775
| -43% | -$333K | 0.08% | 119 |
|
|
2022
Q1 | $793K | Buy |
1,797
+84
| +5% | +$37.1K | 0.34% | 52 |
|
|
2021
Q4 | $609K | Buy |
+1,713
| New | +$609K | 0.26% | 66 |
|