Mattern 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-393
| Closed | -$230K | – | 176 |
|
|
2024
Q3 | $230K | Buy |
+393
| New | +$230K | 0.05% | 162 |
|
|
2024
Q2 | – | Sell |
-483
| Closed | -$220K | – | 179 |
|
|
2024
Q1 | $220K | Hold |
483
| – | – | 0.05% | 169 |
|
|
2023
Q4 | $219K | Buy |
+483
| New | +$219K | 0.06% | 163 |
|
|
2023
Q3 | – | Sell |
-483
| Closed | -$222K | – | 170 |
|
|
2023
Q2 | $222K | Hold |
483
| – | – | 0.06% | 157 |
|
|
2023
Q1 | $228K | Hold |
483
| – | – | 0.08% | 161 |
|
|
2022
Q4 | $235K | Buy |
+483
| New | +$235K | 0.1% | 147 |
|