IAG Wealth Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-112
| Closed | -$54.4K | – | 519 |
|
|
2024
Q4 | $54.4K | Buy |
112
+8
| +8% | +$3.89K | 0.01% | 184 |
|
|
2024
Q3 | $60.8K | Hold |
104
| – | – | 0.01% | 169 |
|
|
2024
Q2 | $48.6K | Buy |
+104
| New | +$48.6K | 0.01% | 179 |
|
|
2023
Q2 | – | Sell |
-69
| Closed | -$32.6K | – | 476 |
|
|
2023
Q1 | $32.6K | Sell |
69
-36
| -34% | -$17K | 0.01% | 176 |
|
|
2022
Q4 | $51K | Buy |
105
+1
| +1% | +$486 | 0.02% | 141 |
|
|
2022
Q3 | $40K | Hold |
104
| – | – | 0.01% | 141 |
|
|
2022
Q2 | $45K | Buy |
104
+1
| +1% | +$433 | 0.01% | 137 |
|
|
2022
Q1 | $45K | Buy |
103
+1
| +1% | +$437 | 0.01% | 148 |
|
|
2021
Q4 | $36K | Hold |
102
| – | – | 0.01% | 169 |
|
|
2021
Q3 | $36K | Buy |
102
+1
| +1% | +$353 | 0.01% | 149 |
|
|
2021
Q2 | $39K | Buy |
101
+1
| +1% | +$386 | 0.01% | 142 |
|
|
2021
Q1 | $37K | Buy |
+100
| New | +$37K | 0.01% | 135 |
|
|
2020
Q3 | – | Sell |
-8
| Closed | -$3K | – | 404 |
|
|
2020
Q2 | $3K | Hold |
8
| – | – | ﹤0.01% | 315 |
|
|
2020
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 306 |
|
|
2019
Q4 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 323 |
|