Heritage 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 | $23.2K | Hold |
50
| – | – | ﹤0.01% | 359 |
|
|
2025
Q1 | $22.3K | Sell |
50
-8
| -14% | -$3.57K | ﹤0.01% | 359 |
|
|
2024
Q4 | $28.2K | Sell |
58
-325
| -85% | -$158K | ﹤0.01% | 363 |
|
|
2024
Q3 | $224K | Buy |
383
+333
| +666% | +$195K | 0.01% | 200 |
|
|
2024
Q2 | $23.4K | Hold |
50
| – | – | ﹤0.01% | 368 |
|
|
2024
Q1 | $22.7K | Hold |
50
| – | – | ﹤0.01% | 389 |
|
|
2023
Q4 | $22.7K | Sell |
50
-365
| -88% | -$165K | ﹤0.01% | 402 |
|
|
2023
Q3 | $170K | Sell |
415
-12
| -3% | -$4.91K | 0.01% | 210 |
|
|
2023
Q2 | $197K | Buy |
427
+12
| +3% | +$5.53K | 0.01% | 205 |
|
|
2023
Q1 | $196K | Hold |
415
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $202K | Hold |
415
| – | – | 0.01% | 208 |
|
|
2022
Q3 | $160K | Hold |
415
| – | – | 0.01% | 217 |
|
|
2022
Q2 | $179K | Hold |
415
| – | – | 0.01% | 207 |
|
|
2022
Q1 | $183K | Sell |
415
-75
| -15% | -$33.1K | 0.01% | 201 |
|
|
2021
Q4 | $174K | Sell |
490
-36
| -7% | -$12.8K | 0.01% | 212 |
|
|
2021
Q3 | $181K | Hold |
526
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $199K | Sell |
526
-75
| -12% | -$28.4K | 0.01% | 203 |
|
|
2021
Q1 | $222K | Hold |
601
| – | – | 0.01% | 197 |
|
|
2020
Q4 | $213K | Buy |
601
+1
| +0.2% | +$354 | 0.01% | 190 |
|
|
2020
Q3 | $230K | Buy |
600
+85
| +17% | +$32.6K | 0.03% | 141 |
|
|
2020
Q2 | $188K | Hold |
515
| – | – | 0.03% | 147 |
|
|
2020
Q1 | $175K | Buy |
515
+77
| +18% | +$26.1K | 0.03% | 143 |
|
|
2019
Q4 | $171K | Buy |
438
+3
| +0.7% | +$1.17K | 0.02% | 183 |
|
|
2019
Q3 | $169K | Hold |
435
| – | – | 0.02% | 172 |
|
|
2019
Q2 | $158K | Buy |
435
+342
| +368% | +$124K | 0.02% | 159 |
|
|
2019
Q1 | $27.9K | Buy |
93
+70
| +304% | +$21K | ﹤0.01% | 273 |
|
|
2018
Q4 | $6K | Hold |
23
| – | – | ﹤0.01% | 336 |
|
|
2018
Q3 | $7K | Buy |
+23
| New | +$7K | ﹤0.01% | 320 |
|