MWM
MinichMacGregor Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Sell |
6,080
-62
| -1% | -$28.7K | 0.6% | 42 |
|
|
2025
Q1 | $2.74M | Buy |
6,142
+738
| +14% | +$330K | 0.61% | 44 |
|
|
2024
Q4 | $2.63M | Sell |
5,404
-11
| -0.2% | -$5.35K | 0.55% | 45 |
|
|
2024
Q3 | $3.17M | Sell |
5,415
-14
| -0.3% | -$8.18K | 0.68% | 43 |
|
|
2024
Q2 | $2.54M | Sell |
5,429
-16
| -0.3% | -$7.47K | 0.62% | 43 |
|
|
2024
Q1 | $2.47M | Buy |
5,445
+421
| +8% | +$191K | 0.63% | 44 |
|
|
2023
Q4 | $2.28M | Sell |
5,024
-4
| -0.1% | -$1.81K | 0.66% | 37 |
|
|
2023
Q3 | $2.06M | Sell |
5,028
-26
| -0.5% | -$10.6K | 0.68% | 44 |
|
|
2023
Q2 | $2.33M | Sell |
5,054
-23
| -0.5% | -$10.6K | 0.73% | 43 |
|
|
2023
Q1 | $2.4M | Sell |
5,077
-24
| -0.5% | -$11.3K | 0.79% | 38 |
|
|
2022
Q4 | $2.48M | Hold |
5,101
| – | – | 0.9% | 22 |
|
|
2022
Q3 | $1.97M | Buy |
5,101
+141
| +3% | +$54.5K | 0.79% | 27 |
|
|
2022
Q2 | $2.13M | Sell |
4,960
-27
| -0.5% | -$11.6K | 0.88% | 28 |
|
|
2022
Q1 | $2.2M | Sell |
4,987
-32
| -0.6% | -$14.1K | 0.7% | 33 |
|
|
2021
Q4 | $1.78M | Sell |
5,019
-53
| -1% | -$18.8K | 0.54% | 45 |
|
|
2021
Q3 | $1.75M | Sell |
5,072
-32
| -0.6% | -$11K | 0.59% | 34 |
|
|
2021
Q2 | $1.93M | Sell |
5,104
-143
| -3% | -$54.1K | 0.68% | 32 |
|
|
2021
Q1 | $1.94M | Sell |
5,247
-69
| -1% | -$25.5K | 0.72% | 33 |
|
|
2020
Q4 | $1.89M | Sell |
5,316
-286
| -5% | -$102K | 0.77% | 35 |
|
|
2020
Q3 | $2.15M | Buy |
5,602
+364
| +7% | +$140K | 1.01% | 25 |
|
|
2020
Q2 | $1.91M | Buy |
+5,238
| New | +$1.91M | 1.06% | 19 |
|
|
2020
Q1 | – | Sell |
-5,353
| Closed | -$2.08M | – | 101 |
|
|
2019
Q4 | $2.08M | Buy |
5,353
+1,362
| +34% | +$530K | 1.16% | 23 |
|
|
2019
Q3 | $1.56M | Sell |
3,991
-5
| -0.1% | -$1.95K | 1.05% | 26 |
|
|
2019
Q2 | $1.44M | Sell |
3,996
-114
| -3% | -$41.2K | 1.01% | 25 |
|
|
2019
Q1 | $1.25M | Buy |
+4,110
| New | +$1.25M | 0.94% | 26 |
|
|
2018
Q4 | – | Sell |
-4,187
| Closed | -$1.46M | – | 321 |
|
|
2018
Q3 | $1.46M | Hold |
4,187
| – | – | 0.96% | 25 |
|
|
2018
Q2 | $1.25M | Sell |
4,187
-324
| -7% | -$96.9K | 0.89% | 26 |
|
|
2018
Q1 | $1.52M | Buy |
4,511
+46
| +1% | +$15.5K | 1.19% | 21 |
|
|
2017
Q4 | $1.43M | Buy |
4,465
+16
| +0.4% | +$5.14K | 1.12% | 22 |
|
|
2017
Q3 | $1.38M | Buy |
4,449
+1
| +0% | +$310 | 1.14% | 20 |
|
|
2017
Q2 | $1.24M | Buy |
4,448
+2,029
| +84% | +$563K | 1.07% | 19 |
|
|
2017
Q1 | $647K | Buy |
2,419
+1
| +0% | +$267 | 0.58% | 23 |
|
|
2016
Q4 | $604K | Sell |
2,418
-72
| -3% | -$18K | 0.57% | 23 |
|
|
2016
Q3 | $597K | Buy |
2,490
+1
| +0% | +$240 | 0.56% | 24 |
|
|
2016
Q2 | $617K | Sell |
2,489
-133
| -5% | -$33K | 0.58% | 23 |
|
|
2016
Q1 | $580K | Buy |
2,622
+77
| +3% | +$17K | 0.56% | 23 |
|
|
2015
Q4 | $479K | Buy |
+2,545
| New | +$479K | 0.45% | 26 |
|