Menlo 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 | $5.25M | Sell |
11,345
-200
| -2% | -$92.6K | 2.83% | 15 |
|
|
2025
Q1 | $5.16M | Sell |
11,545
-260
| -2% | -$116K | 2.45% | 15 |
|
|
2024
Q4 | $5.74M | Sell |
11,805
-575
| -5% | -$279K | 2.93% | 13 |
|
|
2024
Q3 | $7.24M | Hold |
12,380
| – | – | 3.72% | 12 |
|
|
2024
Q2 | $5.78M | Hold |
12,380
| – | – | 3.21% | 13 |
|
|
2024
Q1 | $5.63M | Sell |
12,380
-77
| -0.6% | -$35K | 3.22% | 14 |
|
|
2023
Q4 | $5.65M | Buy |
12,457
+20
| +0.2% | +$9.07K | 3.47% | 13 |
|
|
2023
Q3 | $5.09M | Sell |
12,437
-19
| -0.2% | -$7.77K | 3.34% | 14 |
|
|
2023
Q2 | $5.73M | Buy |
12,456
+4,169
| +50% | +$1.92M | 3.61% | 12 |
|
|
2023
Q1 | $3.92M | Buy |
+8,287
| New | +$3.92M | 2.69% | 15 |
|