MWC
MBM Wealth Consultants’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
3,096
+108
| +4% | +$50K | 0.38% | 38 |
|
|
2025
Q1 | $1.33M | Buy |
2,988
+59
| +2% | +$26.4K | 0.39% | 42 |
|
|
2024
Q4 | $1.41M | Buy |
2,929
+73
| +3% | +$35.2K | 0.42% | 39 |
|
|
2024
Q3 | $1.67M | Buy |
2,856
+162
| +6% | +$94.7K | 0.53% | 28 |
|
|
2024
Q2 | $1.24M | Buy |
2,694
+76
| +3% | +$35K | 0.42% | 40 |
|
|
2024
Q1 | $1.2M | Buy |
2,618
+201
| +8% | +$92K | 0.42% | 34 |
|
|
2023
Q4 | $1.03M | Buy |
2,417
+248
| +11% | +$106K | 0.39% | 39 |
|
|
2023
Q3 | $956K | Buy |
2,169
+273
| +14% | +$120K | 0.42% | 36 |
|
|
2023
Q2 | $876K | Buy |
1,896
+277
| +17% | +$128K | 0.38% | 40 |
|
|
2023
Q1 | $839K | Hold |
1,619
| – | – | 0.34% | 34 |
|
|
2022
Q4 | $773K | Sell |
1,619
-173
| -10% | -$82.6K | 0.36% | 31 |
|
|
2022
Q3 | $716K | Buy |
1,792
+14
| +0.8% | +$5.59K | 0.35% | 32 |
|
|
2022
Q2 | $764K | Buy |
1,778
+59
| +3% | +$25.4K | 0.37% | 32 |
|
|
2022
Q1 | $759K | Sell |
1,719
-220
| -11% | -$97.1K | 0.32% | 41 |
|
|
2021
Q4 | $689K | Buy |
1,939
+314
| +19% | +$112K | 0.29% | 45 |
|
|
2021
Q3 | $561K | Buy |
1,625
+196
| +14% | +$67.7K | 0.26% | 48 |
|
|
2021
Q2 | $541K | Sell |
1,429
-33
| -2% | -$12.5K | 0.25% | 49 |
|
|
2021
Q1 | $541K | Buy |
1,462
+2
| +0.1% | +$740 | 0.27% | 45 |
|
|
2020
Q4 | $518K | Buy |
1,460
+67
| +5% | +$23.8K | 0.28% | 44 |
|
|
2020
Q3 | $534K | Buy |
1,393
+63
| +5% | +$24.2K | 0.34% | 39 |
|
|
2020
Q2 | $486K | Sell |
1,330
-507
| -28% | -$185K | 0.34% | 40 |
|
|
2020
Q1 | $623K | Buy |
1,837
+49
| +3% | +$16.6K | 0.52% | 33 |
|
|
2019
Q4 | $696K | Sell |
1,788
-122
| -6% | -$47.5K | 0.52% | 37 |
|
|
2019
Q3 | $745K | Sell |
1,910
-66
| -3% | -$25.7K | 0.59% | 37 |
|
|
2019
Q2 | $722K | Buy |
1,976
+13
| +0.7% | +$4.75K | 0.6% | 38 |
|
|
2019
Q1 | $589K | Hold |
1,963
| – | – | 0.52% | 46 |
|
|
2018
Q4 | $514K | Buy |
+1,963
| New | +$514K | 0.5% | 51 |
|