Icon 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 | $2.04M | Sell |
4,395
-9
| -0.2% | -$4.17K | 0.14% | 112 |
|
|
2025
Q1 | $1.97M | Sell |
4,404
-340
| -7% | -$152K | 0.16% | 104 |
|
|
2024
Q4 | $2.31M | Buy |
4,744
+328
| +7% | +$159K | 0.19% | 91 |
|
|
2024
Q3 | $2.58M | Sell |
4,416
-54
| -1% | -$31.6K | 0.21% | 83 |
|
|
2024
Q2 | $2.42M | Sell |
4,470
-50
| -1% | -$27.1K | 0.22% | 81 |
|
|
2024
Q1 | $2.06M | Sell |
4,520
-730
| -14% | -$332K | 0.19% | 96 |
|
|
2023
Q4 | $2.38M | Buy |
+5,250
| New | +$2.38M | 0.25% | 81 |
|
|
2022
Q4 | $4.04M | Sell |
8,305
-6
| -0.1% | -$2.92K | 0.46% | 58 |
|
|
2022
Q3 | $3.21M | Buy |
+8,311
| New | +$3.21M | 0.39% | 64 |
|