Montz Harcus 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 | $382K | Sell |
825
-2
| -0.2% | -$926 | 0.18% | 47 |
|
|
2025
Q1 | $370K | Buy |
827
+92
| +13% | +$41.1K | 0.2% | 46 |
|
|
2024
Q4 | $357K | Buy |
735
+57
| +8% | +$27.7K | 0.2% | 47 |
|
|
2024
Q3 | $397K | Buy |
678
+22
| +3% | +$12.9K | 0.23% | 43 |
|
|
2024
Q2 | $306K | Sell |
656
-73
| -10% | -$34.1K | 0.2% | 48 |
|
|
2024
Q1 | $332K | Buy |
729
+125
| +21% | +$56.8K | 0.22% | 42 |
|
|
2023
Q4 | $274K | Sell |
604
-3
| -0.5% | -$1.36K | 0.21% | 42 |
|
|
2023
Q3 | $248K | Sell |
607
-7
| -1% | -$2.86K | 0.21% | 41 |
|
|
2023
Q2 | $283K | Sell |
614
-3
| -0.5% | -$1.38K | 0.23% | 41 |
|
|
2023
Q1 | $291K | Sell |
617
-2
| -0.3% | -$945 | 0.27% | 40 |
|
|
2022
Q4 | $301K | Buy |
619
+3
| +0.5% | +$1.46K | 0.3% | 39 |
|
|
2022
Q3 | $238K | Buy |
616
+16
| +3% | +$6.18K | 0.26% | 45 |
|
|
2022
Q2 | $258K | Buy |
600
+33
| +6% | +$14.2K | 0.27% | 42 |
|
|
2022
Q1 | $250K | Buy |
567
+3
| +0.5% | +$1.32K | 0.22% | 46 |
|
|
2021
Q4 | $200K | Buy |
+564
| New | +$200K | 0.18% | 55 |
|