Integris 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 | $768K | Hold |
1,659
| – | – | 0.2% | 41 |
|
|
2025
Q1 | $741K | Buy |
1,659
+44
| +3% | +$19.7K | 0.21% | 39 |
|
|
2024
Q4 | $785K | Sell |
1,615
-2
| -0.1% | -$972 | 0.22% | 37 |
|
|
2024
Q3 | $945K | Buy |
1,617
+82
| +5% | +$47.9K | 0.26% | 32 |
|
|
2024
Q2 | $717K | Sell |
1,535
-15
| -1% | -$7.01K | 0.21% | 36 |
|
|
2024
Q1 | $705K | Sell |
1,550
-47
| -3% | -$21.4K | 0.19% | 38 |
|
|
2023
Q4 | $724K | Buy |
+1,597
| New | +$724K | 0.21% | 37 |
|