Mission 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
$3.12M Sell
6,745
-183
-3% -$84.8K 0.07% 157
2025
Q1
$3.09M Buy
6,928
+2,087
+43% +$932K 0.08% 140
2024
Q4
$2.35M Buy
4,841
+419
+9% +$204K 0.05% 161
2024
Q3
$2.58M Buy
4,422
+114
+3% +$66.6K 0.06% 150
2024
Q2
$2.01M Buy
4,308
+13
+0.3% +$6.07K 0.05% 163
2024
Q1
$1.95M Buy
4,295
+686
+19% +$312K 0.05% 181
2023
Q4
$1.64M Buy
3,609
+134
+4% +$60.7K 0.05% 167
2023
Q3
$1.42M Buy
3,475
+684
+25% +$280K 0.05% 164
2023
Q2
$1.28M Buy
2,791
+192
+7% +$88.4K 0.05% 183
2023
Q1
$1.23M Buy
2,599
+147
+6% +$69.5K 0.05% 184
2022
Q4
$1.19M Buy
2,452
+272
+12% +$132K 0.06% 173
2022
Q3
$842K Buy
2,180
+315
+17% +$122K 0.04% 201
2022
Q2
$802K Buy
1,865
+467
+33% +$201K 0.04% 217
2022
Q1
$617K Sell
1,398
-52
-4% -$23K 0.03% 263
2021
Q4
$515K Buy
1,450
+16
+1% +$5.68K 0.02% 284
2021
Q3
$495K Buy
1,434
+4
+0.3% +$1.38K 0.03% 273
2021
Q2
$541K Buy
1,430
+479
+50% +$181K 0.03% 265
2021
Q1
$351K Sell
951
-173
-15% -$63.9K 0.02% 326
2020
Q4
$399K Buy
1,124
+68
+6% +$24.1K 0.03% 285
2020
Q3
$405K Buy
1,056
+202
+24% +$77.5K 0.03% 227
2020
Q2
$312K Buy
854
+156
+22% +$57K 0.03% 249
2020
Q1
$237K Sell
698
-825
-54% -$280K 0.03% 258
2019
Q4
$593K Buy
1,523
+20
+1% +$7.79K 0.06% 168
2019
Q3
$586K Sell
1,503
-199
-12% -$77.6K 0.06% 154
2019
Q2
$619K Sell
1,702
-14
-0.8% -$5.09K 0.07% 145
2019
Q1
$515K Sell
1,716
-98
-5% -$29.4K 0.06% 163
2018
Q4
$475K Buy
1,814
+1,145
+171% +$300K 0.06% 152
2018
Q3
$231K Buy
+669
New +$231K 0.03% 249