JGP 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 | $1.95M | Buy |
4,206
+58
| +1% | +$26.9K | 0.24% | 63 |
|
|
2025
Q1 | $1.85M | Buy |
4,148
+167
| +4% | +$74.6K | 0.24% | 62 |
|
|
2024
Q4 | $1.93M | Buy |
3,981
+61
| +2% | +$29.6K | 0.25% | 61 |
|
|
2024
Q3 | $2.29M | Sell |
3,920
-62
| -2% | -$36.2K | 0.3% | 59 |
|
|
2024
Q2 | $1.86M | Sell |
3,982
-104
| -3% | -$48.6K | 0.27% | 61 |
|
|
2024
Q1 | $1.86M | Sell |
4,086
-18
| -0.4% | -$8.19K | 0.27% | 63 |
|
|
2023
Q4 | $1.86M | Sell |
4,104
-377
| -8% | -$171K | 0.28% | 61 |
|
|
2023
Q3 | $1.83M | Buy |
4,481
+218
| +5% | +$89.2K | 0.31% | 62 |
|
|
2023
Q2 | $1.96M | Buy |
4,263
+123
| +3% | +$56.6K | 0.32% | 58 |
|
|
2023
Q1 | $1.96M | Buy |
4,140
+110
| +3% | +$52K | 0.34% | 58 |
|
|
2022
Q4 | $1.96M | Sell |
4,030
-18
| -0.4% | -$8.76K | 0.36% | 56 |
|
|
2022
Q3 | $1.64M | Buy |
4,048
+120
| +3% | +$48.5K | 0.34% | 59 |
|
|
2022
Q2 | $1.67M | Buy |
3,928
+76
| +2% | +$32.4K | 0.34% | 57 |
|
|
2022
Q1 | $1.78M | Buy |
3,852
+18
| +0.5% | +$8.31K | 0.33% | 59 |
|
|
2021
Q4 | $1.37M | Buy |
3,834
+142
| +4% | +$50.9K | 0.26% | 65 |
|
|
2021
Q3 | $1.27M | Buy |
3,692
+8
| +0.2% | +$2.76K | 0.28% | 64 |
|
|
2021
Q2 | $1.39M | Sell |
3,684
-688
| -16% | -$260K | 0.3% | 60 |
|
|
2021
Q1 | $1.62M | Buy |
4,372
+7
| +0.2% | +$2.59K | 0.36% | 54 |
|
|
2020
Q4 | $1.47M | Sell |
4,365
-14
| -0.3% | -$4.72K | 0.34% | 55 |
|
|
2020
Q3 | $1.68M | Sell |
4,379
-64
| -1% | -$24.5K | 0.45% | 50 |
|
|
2020
Q2 | $1.56M | Sell |
4,443
-688
| -13% | -$241K | 0.46% | 51 |
|
|
2020
Q1 | $1.85M | Sell |
5,131
-367
| -7% | -$133K | 0.66% | 47 |
|
|
2019
Q4 | $2.27M | Sell |
5,498
-39
| -0.7% | -$16.1K | 0.67% | 52 |
|
|
2019
Q3 | $2.09M | Sell |
5,537
-174
| -3% | -$65.8K | 0.73% | 52 |
|
|
2019
Q2 | $2.08M | Sell |
5,711
-86
| -1% | -$31.3K | 0.74% | 51 |
|
|
2019
Q1 | $1.74M | Buy |
5,797
+16
| +0.3% | +$4.8K | 0.66% | 54 |
|
|
2018
Q4 | $1.51M | Sell |
5,781
-36
| -0.6% | -$9.43K | 0.63% | 56 |
|
|
2018
Q3 | $2M | Sell |
5,817
-43
| -0.7% | -$14.8K | 0.8% | 53 |
|
|
2018
Q2 | $1.73M | Buy |
+5,860
| New | +$1.73M | 0.72% | 57 |
|