HCR Wealth 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 | $459K | Hold |
990
| – | – | 0.05% | 148 |
|
|
2025
Q1 | $442K | Sell |
990
-100
| -9% | -$44.7K | 0.06% | 150 |
|
|
2024
Q4 | $530K | Sell |
1,090
-371
| -25% | -$180K | 0.07% | 136 |
|
|
2024
Q3 | $854K | Buy |
1,461
+500
| +52% | +$292K | 0.11% | 107 |
|
|
2024
Q2 | $449K | Hold |
961
| – | – | 0.06% | 137 |
|
|
2024
Q1 | $437K | Buy |
961
+447
| +87% | +$203K | 0.07% | 136 |
|
|
2023
Q4 | $233K | Buy |
+514
| New | +$233K | 0.04% | 182 |
|