HighMark Wealth Management’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 | $86K | Buy |
186
+106
| +133% | +$49K | 0.04% | 124 |
|
2025
Q1 | $35.9K | Hold |
80
| – | – | 0.02% | 155 |
|
2024
Q4 | $38.8K | Sell |
80
-102
| -56% | -$49.4K | 0.02% | 144 |
|
2024
Q3 | $106K | Buy |
182
+1
| +0.6% | +$584 | 0.06% | 99 |
|
2024
Q2 | $84.5K | Buy |
181
+3
| +2% | +$1.4K | 0.05% | 107 |
|
2024
Q1 | $83.4K | Hold |
178
| – | – | 0.05% | 109 |
|
2023
Q4 | $80.9K | Buy |
178
+101
| +131% | +$45.9K | 0.06% | 103 |
|
2023
Q3 | $31.6K | Hold |
77
| – | – | 0.03% | 143 |
|
2023
Q2 | $35.3K | Buy |
77
+1
| +1% | +$458 | 0.03% | 140 |
|
2023
Q1 | $36K | Hold |
76
| – | – | 0.03% | 160 |
|
2022
Q4 | $36.8K | Buy |
76
+1
| +1% | +$484 | 0.03% | 121 |
|
2022
Q3 | $29K | Hold |
75
| – | – | 0.02% | 132 |
|
2022
Q2 | $32K | Buy |
75
+1
| +1% | +$427 | 0.03% | 123 |
|
2022
Q1 | $33K | Hold |
74
| – | – | 0.02% | 129 |
|
2021
Q4 | $26K | Buy |
74
+1
| +1% | +$351 | 0.02% | 153 |
|
2021
Q3 | $25K | Hold |
73
| – | – | 0.02% | 164 |
|
2021
Q2 | $27K | Buy |
73
+1
| +1% | +$370 | 0.02% | 161 |
|
2021
Q1 | $27K | Hold |
72
| – | – | 0.02% | 147 |
|
2020
Q4 | $25K | Buy |
72
+1
| +1% | +$347 | 0.02% | 150 |
|
2020
Q3 | $27K | Hold |
71
| – | – | 0.02% | 140 |
|
2020
Q2 | $26K | Buy |
71
+1
| +1% | +$366 | 0.03% | 118 |
|
2020
Q1 | $23K | Buy |
70
+1
| +1% | +$329 | 0.03% | 104 |
|
2019
Q4 | $27K | Buy |
+69
| New | +$27K | 0.03% | 115 |
|