Mosaic Family Wealth Partners’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 | $466K | Buy |
1,005
+2
| +0.2% | +$927 | 0.06% | 139 |
|
|
2025
Q1 | $448K | Buy |
1,003
+99
| +11% | +$44.2K | 0.06% | 139 |
|
|
2024
Q4 | $439K | Buy |
904
+2
| +0.2% | +$972 | 0.06% | 136 |
|
|
2024
Q3 | $527K | Sell |
902
-2
| -0.2% | -$1.17K | 0.08% | 117 |
|
|
2024
Q2 | $422K | Buy |
904
+14
| +2% | +$6.54K | 0.07% | 131 |
|
|
2024
Q1 | $405K | Sell |
890
-36
| -4% | -$16.4K | 0.07% | 136 |
|
|
2023
Q4 | $419K | Buy |
926
+13
| +1% | +$5.89K | 0.07% | 125 |
|
|
2023
Q3 | $374K | Buy |
913
+74
| +9% | +$30.3K | 0.07% | 122 |
|
|
2023
Q2 | $386K | Hold |
839
| – | – | 0.08% | 121 |
|
|
2023
Q1 | $397K | Hold |
839
| – | – | 0.08% | 118 |
|
|
2022
Q4 | $408K | Buy |
+839
| New | +$408K | 0.12% | 113 |
|