JFS Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $408K | Buy |
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|
2025
Q2 | $277K | Buy |
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|
2025
Q1 | $148K | Sell |
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|
2024
Q4 | $166K | Sell |
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|
2024
Q3 | $217K | Buy |
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|
2024
Q2 | $173K | Sell |
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|
2024
Q1 | $172K | Sell |
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|
2023
Q4 | $191K | Buy |
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|
2023
Q3 | $155K | Sell |
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|
2023
Q2 | $183K | Sell |
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|
2023
Q1 | $198K | Buy |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $168K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $138K | Buy |
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|
2021
Q4 | $93K | Sell |
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|
2021
Q3 | $228K | Buy |
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|
2021
Q2 | $211K | Sell |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $222K | Buy |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $221K | Buy |
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|
2020
Q1 | $204K | Buy |
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|
2019
Q4 | $60K | Buy |
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|
2019
Q3 | $58K | Hold |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $44K | Sell |
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|
2018
Q4 | $52K | Buy |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $44K | Hold |
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|
2018
Q1 | $50K | Hold |
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|
2017
Q4 | $48K | Hold |
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|
2017
Q3 | $46K | Hold |
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|
2017
Q2 | $41K | Hold |
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|
2017
Q1 | $37K | Hold |
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|
2016
Q4 | $37K | Hold |
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|
2016
Q3 | $35K | Hold |
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|
2016
Q2 | $37K | Sell |
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|
2016
Q1 | $34K | Buy |
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $31K | Sell |
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|
2015
Q2 | $52K | Sell |
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|
2015
Q1 | $59K | Sell |
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|
2014
Q4 | $57K | Buy |
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|
2014
Q3 | $52K | Sell |
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|
2014
Q2 | $48K | Buy |
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