Milestone Asset 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
$1.52M Sell
3,280
-565
-15% -$262K 0.32% 59
2025
Q1
$1.72M Sell
3,845
-188
-5% -$84K 0.37% 60
2024
Q4
$1.96M Sell
4,033
-525
-12% -$255K 0.43% 61
2024
Q3
$2.66M Sell
4,558
-851
-16% -$497K 0.6% 36
2024
Q2
$2.53M Buy
5,409
+2,018
+60% +$943K 0.63% 36
2024
Q1
$1.54M Buy
3,391
+2,438
+256% +$1.11M 0.44% 53
2023
Q4
$432K Buy
953
+133
+16% +$60.3K 0.14% 42
2023
Q3
$334K Sell
820
-99
-11% -$40.4K 0.12% 56
2023
Q2
$423K Sell
919
-78
-8% -$35.9K 0.19% 37
2023
Q1
$471K Buy
997
+522
+110% +$247K 0.27% 40
2022
Q4
$209K Buy
+475
New +$209K 0.12% 68