Jeppson 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 | $10.1M | Sell |
21,791
-323
| -1% | -$150K | 3.49% | 4 |
|
|
2025
Q1 | $9.88M | Buy |
22,114
+494
| +2% | +$221K | 3.62% | 3 |
|
|
2024
Q4 | $10.5M | Buy |
21,620
+103
| +0.5% | +$50.1K | 3.81% | 4 |
|
|
2024
Q3 | $12.6M | Sell |
21,517
-430
| -2% | -$251K | 4.51% | 3 |
|
|
2024
Q2 | $10.3M | Buy |
21,947
+23
| +0.1% | +$10.7K | 3.91% | 4 |
|
|
2024
Q1 | $9.97M | Buy |
21,924
+173
| +0.8% | +$78.7K | 3.87% | 3 |
|
|
2023
Q4 | $9.86M | Sell |
21,751
-81
| -0.4% | -$36.7K | 4.08% | 3 |
|
|
2023
Q3 | $8.93M | Buy |
21,832
+227
| +1% | +$92.8K | 4.09% | 3 |
|
|
2023
Q2 | $9.95M | Sell |
21,605
-198
| -0.9% | -$91.2K | 4.33% | 3 |
|
|
2023
Q1 | $10.3M | Buy |
21,803
+152
| +0.7% | +$71.9K | 4.49% | 3 |
|
|
2022
Q4 | $10.5M | Sell |
21,651
-556
| -3% | -$270K | 4.43% | 4 |
|
|
2022
Q3 | $8.58M | Buy |
22,207
+415
| +2% | +$160K | 3.89% | 4 |
|
|
2022
Q2 | $9.37M | Buy |
21,792
+5,961
| +38% | +$2.56M | 4.03% | 4 |
|
|
2022
Q1 | $6.99M | Sell |
15,831
-1,421
| -8% | -$627K | 3.26% | 4 |
|
|
2021
Q4 | $6.13M | Sell |
17,252
-437
| -2% | -$155K | 2.96% | 4 |
|
|
2021
Q3 | $6.1M | Buy |
17,689
+650
| +4% | +$224K | 3.18% | 3 |
|
|
2021
Q2 | $6.45M | Sell |
17,039
-18
| -0.1% | -$6.81K | 3.51% | 3 |
|
|
2021
Q1 | $6.3M | Buy |
17,057
+1,622
| +11% | +$599K | 3.75% | 3 |
|
|
2020
Q4 | $5.48M | Buy |
15,435
+1,979
| +15% | +$702K | 3.64% | 4 |
|
|
2020
Q3 | $5.16M | Buy |
+13,456
| New | +$5.16M | 4.04% | 3 |
|