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 |
|