Philip James Wealth Mangement’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 | $245K | Sell |
529
-22
| -4% | -$10.2K | 0.03% | 149 |
|
|
2025
Q1 | $246K | Sell |
551
-153
| -22% | -$68.3K | 0.03% | 148 |
|
|
2024
Q4 | $342K | Sell |
704
-14
| -2% | -$6.81K | 0.04% | 127 |
|
|
2024
Q3 | $420K | Buy |
718
+4
| +0.6% | +$2.34K | 0.05% | 108 |
|
|
2024
Q2 | $333K | Buy |
714
+55
| +8% | +$25.7K | 0.22% | 44 |
|
|
2024
Q1 | $300K | Buy |
659
+18
| +3% | +$8.19K | 0.21% | 50 |
|
|
2023
Q4 | $290K | Buy |
+641
| New | +$290K | 0.22% | 56 |
|