Panoramic Investment 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
$251K Sell
542
-100
-16% -$46.3K 0.15% 101
2025
Q1
$287K Sell
642
-49
-7% -$21.9K 0.19% 87
2024
Q4
$336K Buy
691
+104
+18% +$50.5K 0.22% 82
2024
Q3
$343K Buy
+587
New +$343K 0.24% 83
2024
Q1
$267K Sell
587
-9
-2% -$4.09K 0.2% 90
2023
Q4
$270K Buy
596
+50
+9% +$22.7K 0.23% 86
2023
Q3
$223K Buy
+546
New +$223K 0.21% 91
2022
Q4
$241K Buy
+496
New +$241K 0.25% 83