HHM 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 | $314K | Hold |
679
| – | – | 0.04% | 156 |
|
|
2025
Q1 | $303K | Sell |
679
-6
| -0.9% | -$2.68K | 0.04% | 144 |
|
|
2024
Q4 | $333K | Buy |
685
+87
| +15% | +$42.3K | 0.05% | 136 |
|
|
2024
Q3 | $350K | Buy |
598
+23
| +4% | +$13.4K | 0.05% | 122 |
|
|
2024
Q2 | $269K | Buy |
575
+37
| +7% | +$17.3K | 0.04% | 142 |
|
|
2024
Q1 | $245K | Hold |
538
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $244K | Hold |
538
| – | – | 0.04% | 124 |
|
|
2023
Q3 | $220K | Hold |
538
| – | – | 0.04% | 122 |
|
|
2023
Q2 | $248K | Hold |
538
| – | – | 0.05% | 119 |
|
|
2023
Q1 | $254K | Hold |
538
| – | – | 0.05% | 111 |
|
|
2022
Q4 | $262K | Hold |
538
| – | – | 0.06% | 103 |
|
|
2022
Q3 | $208K | Sell |
538
-99
| -16% | -$38.3K | 0.05% | 105 |
|
|
2022
Q2 | $274K | Hold |
637
| – | – | 0.07% | 106 |
|
|
2022
Q1 | $281K | Buy |
637
+450
| +241% | +$199K | 0.07% | 115 |
|
|
2021
Q4 | $66K | Sell |
187
-171
| -48% | -$60.4K | 0.02% | 273 |
|
|
2021
Q3 | $124K | Sell |
358
-22
| -6% | -$7.62K | 0.03% | 183 |
|
|
2021
Q2 | $144K | Hold |
380
| – | – | 0.04% | 167 |
|
|
2021
Q1 | $140K | Buy |
380
+22
| +6% | +$8.11K | 0.04% | 156 |
|
|
2020
Q4 | $127K | Buy |
358
+85
| +31% | +$30.2K | 0.04% | 147 |
|
|
2020
Q3 | $105K | Sell |
273
-4
| -1% | -$1.54K | 0.04% | 141 |
|
|
2020
Q2 | $101K | Hold |
277
| – | – | 0.04% | 140 |
|
|
2020
Q1 | $94K | Buy |
+277
| New | +$94K | 0.05% | 125 |
|