Journey Strategic Wealth’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 | $1.05M | Buy |
2,267
+1,214
| +115% | +$562K | 0.03% | 160 |
|
|
2025
Q1 | $470K | Sell |
1,053
-2
| -0.2% | -$893 | 0.02% | 235 |
|
|
2024
Q4 | $513K | Sell |
1,055
-78
| -7% | -$37.9K | 0.02% | 211 |
|
|
2024
Q3 | $662K | Buy |
1,133
+113
| +11% | +$66K | 0.02% | 179 |
|
|
2024
Q2 | $476K | Buy |
1,020
+369
| +57% | +$172K | 0.02% | 168 |
|
|
2024
Q1 | $296K | Hold |
651
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $295K | Sell |
651
-34
| -5% | -$15.4K | 0.01% | 139 |
|
|
2023
Q3 | $280K | Sell |
685
-34
| -5% | -$13.9K | 0.01% | 125 |
|
|
2023
Q2 | $331K | Sell |
719
-148
| -17% | -$68.1K | 0.02% | 113 |
|
|
2023
Q1 | $410K | Sell |
867
-239
| -22% | -$113K | 0.04% | 124 |
|
|
2022
Q4 | $538K | Buy |
1,106
+166
| +18% | +$80.8K | 0.06% | 91 |
|
|
2022
Q3 | $364K | Buy |
940
+266
| +39% | +$103K | 0.05% | 88 |
|
|
2022
Q2 | $290K | Sell |
674
-212
| -24% | -$91.2K | 0.04% | 83 |
|
|
2022
Q1 | $391K | Buy |
886
+104
| +13% | +$45.9K | 0.04% | 75 |
|
|
2021
Q4 | $278K | Buy |
+782
| New | +$278K | 0.03% | 131 |
|