MGB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Buy |
1,287
+140
| +12% | +$64.8K | 0.2% | 106 |
|
|
2025
Q1 | $511K | Sell |
1,147
-3
| -0.3% | -$1.34K | 0.18% | 120 |
|
|
2024
Q4 | $558K | Hold |
1,150
| – | – | 0.17% | 105 |
|
|
2024
Q3 | $672K | Hold |
1,150
| – | – | 0.24% | 92 |
|
|
2024
Q2 | $532K | Buy |
1,150
+100
| +10% | +$46.3K | 0.2% | 111 |
|
|
2024
Q1 | $478K | Hold |
1,050
| – | – | 0.19% | 113 |
|
|
2023
Q4 | $476K | Buy |
+1,050
| New | +$476K | 0.24% | 114 |
|