Phoenix Wealth Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $561K | Sell |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $549K | Sell |
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|
2024
Q3 | $676K | Sell |
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|
2024
Q2 | $965K | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.82M | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $2M | Sell |
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|
2023
Q1 | $2.21M | Sell |
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|
2022
Q4 | $2.34M | Sell |
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|
2022
Q3 | $1.9M | Sell |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.95M | Sell |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $2.18M | Buy |
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|
2021
Q1 | $2.1M | Buy |
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|
2020
Q4 | $1.92M | Buy |
|