Lifeworks Advisors’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
$527K Buy
1,138
+20
+2% +$9.27K 0.08% 188
2025
Q1
$499K Buy
1,118
+642
+135% +$287K 0.08% 181
2024
Q4
$231K Sell
476
-573
-55% -$278K 0.04% 272
2024
Q3
$613K Sell
1,049
-53
-5% -$31K 0.12% 144
2024
Q2
$515K Buy
1,102
+248
+29% +$116K 0.14% 128
2024
Q1
$388K Buy
854
+12
+1% +$5.46K 0.11% 147
2023
Q4
$381K Sell
842
-384
-31% -$174K 0.13% 144
2023
Q3
$502K Buy
1,226
+404
+49% +$165K 0.2% 120
2023
Q2
$378K Sell
822
-188
-19% -$86.6K 0.16% 119
2023
Q1
$477K Buy
1,010
+289
+40% +$137K 0.23% 105
2022
Q4
$351K Buy
721
+48
+7% +$23.4K 0.2% 94
2022
Q3
$328K Buy
+673
New +$328K 0.19% 98