Paragon Private Wealth Management’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
$424K Buy
916
+93
+11% +$43.1K 0.17% 136
2025
Q1
$368K Sell
823
-74
-8% -$33.1K 0.17% 138
2024
Q4
$436K Buy
897
+137
+18% +$66.6K 0.2% 110
2024
Q3
$444K Buy
760
+80
+12% +$46.8K 0.22% 106
2024
Q2
$318K Buy
680
+26
+4% +$12.1K 0.18% 117
2024
Q1
$297K Buy
654
+26
+4% +$11.8K 0.18% 116
2023
Q4
$285K Buy
628
+58
+10% +$26.3K 0.2% 112
2023
Q3
$233K Buy
570
+71
+14% +$29K 0.19% 111
2023
Q2
$230K Buy
499
+13
+3% +$5.99K 0.18% 116
2023
Q1
$230K Buy
486
+27
+6% +$12.8K 0.19% 117
2022
Q4
$223K Buy
+459
New +$223K 0.2% 118