Integrated Wealth Concepts’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 | $6.97M | Buy |
15,039
+2,029
| +16% | +$940K | 0.07% | 269 |
|
|
2025
Q1 | $5.81M | Sell |
13,010
-379
| -3% | -$169K | 0.07% | 282 |
|
|
2024
Q4 | $6.51M | Buy |
13,389
+1,928
| +17% | +$937K | 0.08% | 249 |
|
|
2024
Q3 | $6.7M | Sell |
11,461
-586
| -5% | -$343K | 0.08% | 231 |
|
|
2024
Q2 | $5.63M | Sell |
12,047
-92
| -0.8% | -$43K | 0.08% | 240 |
|
|
2024
Q1 | $5.52M | Buy |
12,139
+272
| +2% | +$124K | 0.08% | 248 |
|
|
2023
Q4 | $5.38M | Sell |
11,867
-1,660
| -12% | -$752K | 0.09% | 231 |
|
|
2023
Q3 | $5.53M | Buy |
13,527
+110
| +0.8% | +$45K | 0.1% | 212 |
|
|
2023
Q2 | $6.18M | Buy |
13,417
+1,740
| +15% | +$801K | 0.11% | 201 |
|
|
2023
Q1 | $5.52M | Buy |
11,677
+4,633
| +66% | +$2.19M | 0.11% | 185 |
|
|
2022
Q4 | $3.43M | Buy |
7,044
+268
| +4% | +$130K | 0.09% | 212 |
|
|
2022
Q3 | $2.62M | Buy |
6,776
+46
| +0.7% | +$17.8K | 0.08% | 224 |
|
|
2022
Q2 | $2.89M | Buy |
6,730
+25
| +0.4% | +$10.8K | 0.09% | 208 |
|
|
2022
Q1 | $2.96M | Buy |
6,705
+64
| +1% | +$28.3K | 0.09% | 196 |
|
|
2021
Q4 | $2.36M | Buy |
6,641
+144
| +2% | +$51.2K | 0.07% | 232 |
|
|
2021
Q3 | $2.24M | Buy |
6,497
+1,054
| +19% | +$364K | 0.07% | 225 |
|
|
2021
Q2 | $2.06M | Sell |
5,443
-298
| -5% | -$113K | 0.07% | 217 |
|
|
2021
Q1 | $2.12M | Buy |
5,741
+2,184
| +61% | +$807K | 0.09% | 179 |
|
|
2020
Q4 | $1.26M | Buy |
3,557
+52
| +1% | +$18.5K | 0.06% | 210 |
|
|
2020
Q3 | $1.34M | Buy |
3,505
+94
| +3% | +$36K | 0.08% | 171 |
|
|
2020
Q2 | $1.25M | Buy |
3,411
+243
| +8% | +$88.7K | 0.09% | 142 |
|
|
2020
Q1 | $1.07M | Buy |
3,168
+1,111
| +54% | +$377K | 0.1% | 129 |
|
|
2019
Q4 | $801K | Buy |
2,057
+843
| +69% | +$328K | 0.07% | 185 |
|
|
2019
Q3 | $474K | Buy |
1,214
+97
| +9% | +$37.9K | 0.05% | 215 |
|
|
2019
Q2 | $382K | Buy |
+1,117
| New | +$382K | 0.05% | 226 |
|
|
2018
Q4 | – | Sell |
-682
| Closed | -$237K | – | 281 |
|
|
2018
Q3 | $237K | Sell |
682
-47
| -6% | -$16.3K | 0.07% | 212 |
|
|
2018
Q2 | $218K | Sell |
729
-16
| -2% | -$4.79K | 0.07% | 198 |
|
|
2018
Q1 | $248K | Sell |
745
-140
| -16% | -$46.6K | 0.1% | 165 |
|
|
2017
Q4 | $290K | Buy |
+885
| New | +$290K | 0.12% | 140 |
|