Mount Yale Investment Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $881K | Buy |
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|
2024
Q3 | $618K | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $744K | Buy |
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|
2023
Q4 | $644K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $696K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $830K | Sell |
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|
2022
Q2 | $1.58M | Buy |
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|
2022
Q1 | $1.35M | Buy |
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|
2021
Q4 | $918K | Buy |
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|
2021
Q3 | $645K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $484K | Buy |
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|
2019
Q4 | $479K | Buy |
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|
2019
Q3 | $400K | Buy |
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|
2019
Q2 | $353K | Buy |
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|
2019
Q1 | $281K | Sell |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $270K | Buy |
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|
2018
Q2 | $246K | Sell |
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|
2018
Q1 | $287K | Buy |
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