MSH Capital 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 | $275K | Buy |
594
+56
| +10% | +$25.9K | 0.08% | 201 |
|
|
2025
Q1 | $240K | Buy |
538
+1
| +0.2% | +$447 | 0.07% | 207 |
|
|
2024
Q4 | $261K | Sell |
537
-763
| -59% | -$371K | 0.08% | 203 |
|
|
2024
Q3 | $760K | Buy |
1,300
+1
| +0.1% | +$585 | 0.23% | 107 |
|
|
2024
Q2 | $607K | Buy |
1,299
+19
| +1% | +$8.88K | 0.2% | 115 |
|
|
2024
Q1 | $582K | Sell |
1,280
-29
| -2% | -$13.2K | 0.2% | 115 |
|
|
2023
Q4 | $593K | Sell |
1,309
-26
| -2% | -$11.8K | 0.22% | 111 |
|
|
2023
Q3 | $546K | Buy |
1,335
+766
| +135% | +$313K | 0.21% | 115 |
|
|
2023
Q2 | $262K | Buy |
569
+1
| +0.2% | +$460 | 0.1% | 184 |
|
|
2023
Q1 | $268K | Buy |
568
+24
| +4% | +$11.3K | 0.11% | 169 |
|
|
2022
Q4 | $264K | Sell |
544
-471
| -46% | -$229K | 0.12% | 165 |
|
|
2022
Q3 | $392K | Sell |
1,015
-91
| -8% | -$35.1K | 0.19% | 117 |
|
|
2022
Q2 | $475K | Buy |
1,106
+33
| +3% | +$14.2K | 0.22% | 109 |
|
|
2022
Q1 | $474K | Sell |
1,073
-332
| -24% | -$147K | 0.2% | 116 |
|
|
2021
Q4 | $499K | Buy |
+1,405
| New | +$499K | 0.22% | 105 |
|