LWM
Liberty Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
1,567
+19
| +1% | +$8.8K | 0.11% | 97 |
|
|
2025
Q1 | $691K | Buy |
1,548
+20
| +1% | +$8.93K | 0.13% | 77 |
|
|
2024
Q4 | $742K | Sell |
1,528
-32
| -2% | -$15.5K | 0.12% | 91 |
|
|
2024
Q3 | $912K | Sell |
1,560
-11,653
| -88% | -$6.81M | 0.16% | 82 |
|
|
2024
Q2 | $729K | Buy |
13,213
+11,713
| +781% | +$646K | 0.13% | 88 |
|
|
2024
Q1 | $682K | Sell |
1,500
-35
| -2% | -$15.9K | 0.13% | 89 |
|
|
2023
Q4 | $696K | Buy |
1,535
+64
| +4% | +$29K | 0.15% | 76 |
|
|
2023
Q3 | $601K | Buy |
1,471
+7
| +0.5% | +$2.86K | 0.15% | 82 |
|
|
2023
Q2 | $674K | Sell |
1,464
-10
| -0.7% | -$4.6K | 0.17% | 71 |
|
|
2023
Q1 | $697K | Buy |
+1,474
| New | +$697K | 0.14% | 89 |
|
|
2022
Q3 | $1.51M | Buy |
+3,919
| New | +$1.51M | 0.4% | 42 |
|
|
2021
Q4 | – | Sell |
-359
| Closed | -$123K | – | 698 |
|
|
2021
Q3 | $123K | Buy |
359
+181
| +102% | +$62K | 0.04% | 248 |
|
|
2021
Q2 | $67K | Sell |
178
-19
| -10% | -$7.15K | 0.03% | 270 |
|
|
2021
Q1 | $64K | Hold |
197
| – | – | 0.03% | 241 |
|
|
2020
Q4 | $64K | Sell |
197
-123
| -38% | -$40K | 0.03% | 239 |
|
|
2020
Q3 | $123K | Sell |
320
-19
| -6% | -$7.3K | 0.07% | 143 |
|
|
2020
Q2 | $124K | Buy |
339
+85
| +33% | +$31.1K | 0.09% | 124 |
|
|
2020
Q1 | $86K | Buy |
254
+6
| +2% | +$2.03K | 0.08% | 155 |
|
|
2019
Q4 | $96K | Sell |
248
-107
| -30% | -$41.4K | 0.08% | 164 |
|
|
2019
Q3 | $139K | Sell |
355
-85
| -19% | -$33.3K | 0.13% | 118 |
|
|
2019
Q2 | $160K | Buy |
440
+396
| +900% | +$144K | 0.14% | 122 |
|
|
2019
Q1 | $13K | Sell |
44
-113
| -72% | -$33.4K | 0.01% | 395 |
|
|
2018
Q4 | $41K | Buy |
+157
| New | +$41K | 0.03% | 211 |
|