Keudell/Morrison 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 | $820K | Buy |
1,770
+57
| +3% | +$26.4K | 0.18% | 77 |
|
|
2025
Q1 | $765K | Buy |
1,713
+43
| +3% | +$19.2K | 0.18% | 79 |
|
|
2024
Q4 | $812K | Sell |
1,670
-65
| -4% | -$31.6K | 0.21% | 75 |
|
|
2024
Q3 | $1.01M | Sell |
1,735
-4
| -0.2% | -$2.34K | 0.28% | 63 |
|
|
2024
Q2 | $812K | Buy |
1,739
+1
| +0.1% | +$467 | 0.24% | 75 |
|
|
2024
Q1 | $790K | Buy |
1,738
+75
| +5% | +$34.1K | 0.24% | 80 |
|
|
2023
Q4 | $754K | Sell |
1,663
-39
| -2% | -$17.7K | 0.25% | 79 |
|
|
2023
Q3 | $696K | Buy |
1,702
+55
| +3% | +$22.5K | 0.21% | 77 |
|
|
2023
Q2 | $758K | Buy |
1,647
+4
| +0.2% | +$1.84K | 0.22% | 74 |
|
|
2023
Q1 | $777K | Buy |
1,643
+24
| +1% | +$11.3K | 0.23% | 73 |
|
|
2022
Q4 | $788K | Sell |
1,619
-24
| -1% | -$11.7K | 0.25% | 73 |
|
|
2022
Q3 | $635K | Buy |
1,643
+79
| +5% | +$30.5K | 0.24% | 83 |
|
|
2022
Q2 | $672K | Sell |
1,564
-9
| -0.6% | -$3.87K | 0.24% | 83 |
|
|
2022
Q1 | $694K | Sell |
1,573
-322
| -17% | -$142K | 0.29% | 80 |
|
|
2021
Q4 | $674K | Buy |
1,895
+558
| +42% | +$198K | 0.27% | 81 |
|
|
2021
Q3 | $461K | Buy |
1,337
+295
| +28% | +$102K | 0.2% | 107 |
|
|
2021
Q2 | $394K | Buy |
1,042
+400
| +62% | +$151K | 0.22% | 113 |
|
|
2021
Q1 | $237K | Buy |
+642
| New | +$237K | 0.14% | 150 |
|