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