Omnia Family Wealth’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 | $848K | Buy |
1,831
+61
| +3% | +$28.3K | 0.31% | 31 |
|
|
2025
Q1 | $791K | Sell |
1,770
-22
| -1% | -$9.83K | 0.33% | 31 |
|
|
2024
Q4 | $871K | Buy |
1,792
+2
| +0.1% | +$972 | 0.36% | 28 |
|
|
2024
Q3 | $1.05M | Buy |
1,790
+18
| +1% | +$10.5K | 0.45% | 28 |
|
|
2024
Q2 | $828K | Buy |
1,772
+17
| +1% | +$7.94K | 0.35% | 32 |
|
|
2024
Q1 | $798K | Buy |
1,755
+45
| +3% | +$20.5K | 0.37% | 30 |
|
|
2023
Q4 | $775K | Sell |
1,710
-112
| -6% | -$50.8K | 0.4% | 29 |
|
|
2023
Q3 | $745K | Hold |
1,822
| – | – | 0.46% | 26 |
|
|
2023
Q2 | $839K | Hold |
1,822
| – | – | 0.57% | 23 |
|
|
2023
Q1 | $861K | Hold |
1,822
| – | – | 0.66% | 20 |
|
|
2022
Q4 | $886K | Hold |
1,822
| – | – | 0.72% | 19 |
|
|
2022
Q3 | $704K | Hold |
1,822
| – | – | 0.58% | 21 |
|
|
2022
Q2 | $783K | Hold |
1,822
| – | – | 0.58% | 23 |
|
|
2022
Q1 | $804K | Sell |
1,822
-100
| -5% | -$44.1K | 0.53% | 25 |
|
|
2021
Q4 | $683K | Hold |
1,922
| – | – | 0.42% | 31 |
|
|
2021
Q3 | $663K | Hold |
1,922
| – | – | 0.46% | 31 |
|
|
2021
Q2 | $727K | Hold |
1,922
| – | – | 0.46% | 28 |
|
|
2021
Q1 | $710K | Buy |
1,922
+100
| +5% | +$36.9K | 0.53% | 27 |
|
|
2020
Q4 | $647K | Hold |
1,822
| – | – | 0.59% | 32 |
|
|
2020
Q3 | $698K | Hold |
1,822
| – | – | 0.67% | 27 |
|
|
2020
Q2 | $665K | Sell |
1,822
-1,179
| -39% | -$430K | 0.65% | 27 |
|
|
2020
Q1 | $1.02M | Buy |
3,001
+1
| +0% | +$339 | 1.06% | 14 |
|
|
2019
Q4 | $1.17M | Buy |
3,000
+723
| +32% | +$281K | 0.54% | 23 |
|
|
2019
Q3 | $888K | Hold |
2,277
| – | – | 0.65% | 26 |
|
|
2019
Q2 | $828K | Sell |
2,277
-4
| -0.2% | -$1.46K | 0.42% | 30 |
|
|
2019
Q1 | $685K | Buy |
2,281
+282
| +14% | +$84.7K | 0.34% | 36 |
|
|
2018
Q4 | $524K | Sell |
1,999
-117
| -6% | -$30.7K | 0.28% | 44 |
|
|
2018
Q3 | $732K | Hold |
2,116
| – | – | 0.34% | 35 |
|
|
2018
Q2 | $625K | Buy |
2,116
+547
| +35% | +$162K | 0.29% | 35 |
|
|
2018
Q1 | $530K | Hold |
1,569
| – | – | 0.24% | 40 |
|
|
2017
Q4 | $504K | Buy |
1,569
+1
| +0.1% | +$321 | 0.23% | 42 |
|
|
2017
Q3 | $487K | Sell |
1,568
-21
| -1% | -$6.52K | 0.24% | 40 |
|
|
2017
Q2 | $441K | Hold |
1,589
| – | – | 0.21% | 43 |
|
|
2017
Q1 | $425K | Buy |
1,589
+77
| +5% | +$20.6K | 0.21% | 46 |
|
|
2016
Q4 | $378K | Buy |
+1,512
| New | +$378K | 0.19% | 57 |
|