Moser Wealth Advisors’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
$1.56M Sell
3,378
-74
-2% -$34.3K 0.75% 29
2025
Q1
$1.54M Buy
3,452
+147
+4% +$65.7K 0.81% 29
2024
Q4
$1.61M Buy
3,305
+182
+6% +$88.4K 0.84% 27
2024
Q3
$1.83M Buy
3,123
+1
+0% +$585 0.95% 26
2024
Q2
$1.46M Buy
3,122
+4
+0.1% +$1.87K 0.79% 33
2024
Q1
$1.42M Buy
3,118
+220
+8% +$100K 0.79% 33
2023
Q4
$1.31M Buy
2,898
+23
+0.8% +$10.4K 0.84% 28
2023
Q3
$1.18M Buy
2,875
+49
+2% +$20K 0.83% 30
2023
Q2
$1.3M Buy
+2,826
New +$1.3M 0.88% 29
2022
Q4
$1.46M Sell
2,993
-118
-4% -$57.4K 1.1% 27
2022
Q3
$1.2M Sell
3,111
-24
-0.8% -$9.27K 0.94% 27
2022
Q2
$1.35M Sell
3,135
-278
-8% -$120K 1% 26
2022
Q1
$1.51M Buy
3,413
+1
+0% +$442 0.94% 26
2021
Q4
$1.21M Sell
3,412
-23
-0.7% -$8.18K 0.73% 34
2021
Q3
$1.19M Buy
3,435
+57
+2% +$19.7K 0.76% 31
2021
Q2
$1.28M Sell
3,378
-19
-0.6% -$7.19K 0.82% 28
2021
Q1
$1.26M Buy
3,397
+187
+6% +$69.1K 0.88% 28
2020
Q4
$1.14M Buy
3,210
+291
+10% +$103K 0.84% 28
2020
Q3
$1.12M Buy
2,919
+172
+6% +$65.9K 0.89% 27
2020
Q2
$1M Buy
2,747
+81
+3% +$29.6K 0.96% 27
2020
Q1
$904K Buy
2,666
+2
+0.1% +$678 1.05% 23
2019
Q4
$1.04M Buy
+2,664
New +$1.04M 1% 24