Perfromance Wealth Partners’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 | $405K | Sell |
874
-10
| -1% | -$4.63K | 0.01% | 127 |
|
|
2025
Q1 | $395K | Sell |
884
-103
| -10% | -$46K | 0.01% | 112 |
|
|
2024
Q4 | $480K | Buy |
987
+63
| +7% | +$30.6K | 0.02% | 99 |
|
|
2024
Q3 | $540K | Buy |
924
+142
| +18% | +$83K | 0.02% | 99 |
|
|
2024
Q2 | $365K | Sell |
782
-86
| -10% | -$40.2K | 0.01% | 104 |
|
|
2024
Q1 | $395K | Buy |
868
+66
| +8% | +$30K | 0.02% | 108 |
|
|
2023
Q4 | $363K | Buy |
802
+20
| +3% | +$9.07K | 0.02% | 118 |
|
|
2023
Q3 | $320K | Hold |
782
| – | – | 0.02% | 132 |
|
|
2023
Q2 | $362K | Hold |
782
| – | – | 0.02% | 135 |
|
|
2023
Q1 | $370K | Sell |
782
-14
| -2% | -$6.62K | 0.02% | 133 |
|
|
2022
Q4 | $387K | Sell |
796
-74
| -9% | -$36K | 0.02% | 115 |
|
|
2022
Q3 | $336K | Hold |
870
| – | – | 0.02% | 118 |
|
|
2022
Q2 | $374K | Buy |
870
+91
| +12% | +$39.1K | 0.02% | 116 |
|
|
2022
Q1 | $344K | Sell |
779
-400
| -34% | -$177K | 0.02% | 127 |
|
|
2021
Q4 | $419K | Buy |
+1,179
| New | +$419K | 0.02% | 124 |
|