Pacific Wealth Strategies Group’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 | $1.28M | Sell |
3,046
-31
| -1% | -$13.1K | 0.84% | 27 |
|
2025
Q1 | $1.37M | Buy |
3,077
+45
| +1% | +$20.1K | 1.02% | 26 |
|
2024
Q4 | $1.47M | Buy |
3,032
+34
| +1% | +$16.5K | 1.02% | 25 |
|
2024
Q3 | $1.75M | Buy |
2,998
+113
| +4% | +$66.1K | 1.3% | 20 |
|
2024
Q2 | $1.35M | Buy |
2,885
+54
| +2% | +$25.2K | 1.11% | 26 |
|
2024
Q1 | $1.29M | Buy |
2,831
+144
| +5% | +$65.5K | 1.07% | 27 |
|
2023
Q4 | $1.22M | Sell |
2,687
-33
| -1% | -$15K | 1.16% | 26 |
|
2023
Q3 | $1.11M | Buy |
2,720
+1,207
| +80% | +$494K | 1.17% | 27 |
|
2023
Q2 | $697K | Buy |
1,513
+164
| +12% | +$75.5K | 0.71% | 32 |
|
2023
Q1 | $638K | Buy |
1,349
+639
| +90% | +$302K | 0.73% | 33 |
|
2022
Q4 | $345K | Buy |
+710
| New | +$345K | 0.46% | 36 |
|
2022
Q2 | – | Sell |
-6,124
| Closed | -$2.7M | – | 59 |
|
2022
Q1 | $2.7M | Buy |
6,124
+87
| +1% | +$38.4K | 1.13% | 24 |
|
2021
Q4 | $2.15M | Sell |
6,037
-186
| -3% | -$66.1K | 0.75% | 34 |
|
2021
Q3 | $2.15M | Buy |
6,223
+46
| +0.7% | +$15.9K | 0.8% | 38 |
|
2021
Q2 | $2.34M | Sell |
6,177
-19
| -0.3% | -$7.19K | 0.89% | 37 |
|
2021
Q1 | $2.29M | Sell |
6,196
-270
| -4% | -$99.7K | 0.96% | 35 |
|
2020
Q4 | $2.17M | Sell |
6,466
-266
| -4% | -$89.4K | 0.94% | 37 |
|
2020
Q3 | $2.58M | Sell |
6,732
-105
| -2% | -$40.2K | 1.36% | 26 |
|
2020
Q2 | $2.5M | Buy |
6,837
+29
| +0.4% | +$10.6K | 1.39% | 24 |
|
2020
Q1 | $2.31M | Buy |
6,808
+171
| +3% | +$58K | 1.57% | 22 |
|
2019
Q4 | $2.58M | Sell |
6,637
-4
| -0.1% | -$1.56K | 1.43% | 26 |
|
2019
Q3 | $2.59M | Buy |
6,641
+409
| +7% | +$160K | 1.59% | 22 |
|
2019
Q2 | $2.27M | Buy |
6,232
+99
| +2% | +$36K | 1.42% | 27 |
|
2019
Q1 | $1.84M | Sell |
6,133
-18
| -0.3% | -$5.4K | 1.19% | 32 |
|
2018
Q4 | $1.61M | Buy |
6,151
+121
| +2% | +$31.7K | 1.16% | 35 |
|
2018
Q3 | $2.09M | Sell |
6,030
-89
| -1% | -$30.8K | 1.33% | 26 |
|
2018
Q2 | $1.81M | Sell |
6,119
-670
| -10% | -$198K | 1.25% | 32 |
|
2018
Q1 | $2.29M | Sell |
6,789
-131
| -2% | -$44.3K | 1.63% | 21 |
|
2017
Q4 | $2.22M | Sell |
6,920
-482
| -7% | -$155K | 1.58% | 23 |
|
2017
Q3 | $2.3M | Sell |
7,402
-57
| -0.8% | -$17.7K | 1.81% | 14 |
|
2017
Q2 | $2.07M | Buy |
7,459
+100
| +1% | +$27.8K | 1.77% | 18 |
|
2017
Q1 | $1.97M | Buy |
7,359
+41
| +0.6% | +$11K | 1.71% | 19 |
|
2016
Q4 | $1.83M | Buy |
+7,318
| New | +$1.83M | 1.8% | 18 |
|