Mason & Associates (California)’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
$339K Sell
733
-67
-8% -$31K 0.08% 86
2025
Q1
$357K Sell
800
-531
-40% -$237K 0.09% 81
2024
Q4
$647K Sell
1,331
-42
-3% -$20.4K 0.15% 65
2024
Q3
$803K Buy
1,373
+52
+4% +$30.4K 0.2% 56
2024
Q2
$617K Buy
1,321
+100
+8% +$46.7K 0.16% 58
2024
Q1
$555K Sell
1,221
-64
-5% -$29.1K 0.15% 60
2023
Q4
$582K Buy
1,285
+145
+13% +$65.7K 0.17% 48
2023
Q3
$466K Sell
1,140
-50
-4% -$20.4K 0.15% 52
2023
Q2
$548K Buy
1,190
+120
+11% +$55.2K 0.16% 46
2023
Q1
$506K Hold
1,070
0.15% 51
2022
Q4
$521K Sell
1,070
-47
-4% -$22.9K 0.17% 46
2022
Q3
$431K Buy
1,117
+48
+4% +$18.5K 0.15% 50
2022
Q2
$460K Sell
1,069
-98
-8% -$42.2K 0.16% 52
2022
Q1
$515K Buy
+1,167
New +$515K 0.16% 67