Heritage Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25K | Hold |
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|
2025
Q2 | $23.2K | Hold |
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|
2025
Q1 | $22.3K | Sell |
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|
2024
Q4 | $28.2K | Sell |
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|
2024
Q3 | $224K | Buy |
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|
2024
Q2 | $23.4K | Hold |
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|
2024
Q1 | $22.7K | Hold |
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|
2023
Q4 | $22.7K | Sell |
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|
2023
Q3 | $170K | Sell |
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|
2023
Q2 | $197K | Buy |
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|
2023
Q1 | $196K | Hold |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $160K | Hold |
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|
2022
Q2 | $179K | Hold |
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|
2022
Q1 | $183K | Sell |
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|
2021
Q4 | $174K | Sell |
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|
2021
Q3 | $181K | Hold |
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|
2021
Q2 | $199K | Sell |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $213K | Buy |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | $188K | Hold |
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|
2020
Q1 | $175K | Buy |
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|
2019
Q4 | $171K | Buy |
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|
2019
Q3 | $169K | Hold |
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|
2019
Q2 | $158K | Buy |
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|
2019
Q1 | $27.9K | Buy |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Buy |
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