Modern 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 | $1.45M | Buy |
3,137
+214
| +7% | +$99.1K | 0.04% | 305 |
|
|
2025
Q1 | $1.31M | Buy |
2,923
+1,844
| +171% | +$824K | 0.04% | 269 |
|
|
2024
Q4 | $524K | Buy |
1,079
+303
| +39% | +$147K | 0.02% | 353 |
|
|
2024
Q3 | $453K | Buy |
776
+95
| +14% | +$55.5K | 0.03% | 265 |
|
|
2024
Q2 | $318K | Sell |
681
-3
| -0.4% | -$1.4K | 0.02% | 297 |
|
|
2024
Q1 | $311K | Buy |
+684
| New | +$311K | 0.03% | 235 |
|