PWMAG
Pinnacle Wealth Management Advisory Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.05M | Buy |
8,750
+55
| +0.6% | +$25.5K | 0.34% | 65 |
|
|
2025
Q1 | $3.88M | Sell |
8,695
-88
| -1% | -$39.3K | 0.36% | 64 |
|
|
2024
Q4 | $4.27M | Buy |
8,783
+330
| +4% | +$160K | 0.4% | 57 |
|
|
2024
Q3 | $4.94M | Buy |
8,453
+85
| +1% | +$49.7K | 0.47% | 53 |
|
|
2024
Q2 | $3.91M | Buy |
8,368
+858
| +11% | +$401K | 0.4% | 61 |
|
|
2024
Q1 | $3.42M | Sell |
7,510
-19
| -0.3% | -$8.64K | 0.37% | 65 |
|
|
2023
Q4 | $3.41M | Buy |
7,529
+397
| +6% | +$180K | 0.4% | 62 |
|
|
2023
Q3 | $2.92M | Buy |
7,132
+60
| +0.8% | +$24.5K | 0.38% | 68 |
|
|
2023
Q2 | $3.26M | Sell |
7,072
-61
| -0.9% | -$28.1K | 0.4% | 60 |
|
|
2023
Q1 | $3.37M | Sell |
7,133
-54
| -0.8% | -$25.5K | 0.46% | 59 |
|
|
2022
Q4 | $3.5M | Buy |
7,187
+273
| +4% | +$133K | 0.53% | 52 |
|
|
2022
Q3 | $2.67M | Buy |
6,914
+381
| +6% | +$147K | 0.44% | 58 |
|
|
2022
Q2 | $2.81M | Sell |
6,533
-29
| -0.4% | -$12.5K | 0.45% | 61 |
|
|
2022
Q1 | $2.9M | Buy |
6,562
+160
| +2% | +$70.6K | 0.42% | 65 |
|
|
2021
Q4 | $2.28M | Buy |
6,402
+767
| +14% | +$273K | 0.37% | 64 |
|
|
2021
Q3 | $1.95M | Sell |
5,635
-62
| -1% | -$21.4K | 0.45% | 59 |
|
|
2021
Q2 | $2.16M | Buy |
5,697
+423
| +8% | +$160K | 0.5% | 52 |
|
|
2021
Q1 | $1.95M | Sell |
5,274
-120
| -2% | -$44.3K | 0.55% | 45 |
|
|
2020
Q4 | $1.92M | Buy |
5,394
+261
| +5% | +$92.7K | 0.58% | 42 |
|
|
2020
Q3 | $1.97M | Buy |
5,133
+154
| +3% | +$59K | 0.68% | 37 |
|
|
2020
Q2 | $1.82M | Buy |
4,979
+119
| +2% | +$43.4K | 0.67% | 38 |
|
|
2020
Q1 | $1.65M | Sell |
4,860
-34
| -0.7% | -$11.5K | 0.8% | 33 |
|
|
2019
Q4 | $1.91M | Sell |
4,894
-105
| -2% | -$40.9K | 0.71% | 37 |
|
|
2019
Q3 | $1.95M | Buy |
4,999
+115
| +2% | +$44.9K | 0.82% | 33 |
|
|
2019
Q2 | $1.78M | Sell |
4,884
-10
| -0.2% | -$3.64K | 0.76% | 37 |
|
|
2019
Q1 | $1.47M | Buy |
4,894
+485
| +11% | +$146K | 0.66% | 47 |
|
|
2018
Q4 | $1.15M | Buy |
4,409
+261
| +6% | +$68.3K | 0.63% | 45 |
|
|
2018
Q3 | $1.44M | Buy |
4,148
+150
| +4% | +$51.9K | 0.71% | 42 |
|
|
2018
Q2 | $1.18M | Sell |
3,998
-210
| -5% | -$62K | 0.64% | 46 |
|
|
2018
Q1 | $1.42M | Sell |
4,208
-100
| -2% | -$33.8K | 0.81% | 33 |
|
|
2017
Q4 | $1.38M | Buy |
4,308
+35
| +0.8% | +$11.2K | 0.76% | 38 |
|
|
2017
Q3 | $1.33M | Buy |
4,273
+10
| +0.2% | +$3.1K | 0.77% | 36 |
|
|
2017
Q2 | $1.18M | Buy |
4,263
+205
| +5% | +$56.9K | 0.73% | 46 |
|
|
2017
Q1 | $1.09M | Sell |
4,058
-92
| -2% | -$24.6K | 0.75% | 44 |
|
|
2016
Q4 | $1.04M | Buy |
4,150
+50
| +1% | +$12.5K | 0.74% | 47 |
|
|
2016
Q3 | $983K | Buy |
4,100
+170
| +4% | +$40.8K | 0.75% | 45 |
|
|
2016
Q2 | $975K | Buy |
3,930
+135
| +4% | +$33.5K | 0.77% | 45 |
|
|
2016
Q1 | $841K | Sell |
3,795
-405
| -10% | -$89.8K | 0.75% | 49 |
|
|
2015
Q4 | $912K | Sell |
4,200
-403
| -9% | -$87.5K | 0.83% | 42 |
|
|
2015
Q3 | $954K | Buy |
4,603
+25
| +0.5% | +$5.18K | 0.92% | 35 |
|
|
2015
Q2 | $851K | Sell |
4,578
-1,505
| -25% | -$280K | 0.79% | 41 |
|
|
2015
Q1 | $1.24M | Sell |
6,083
-60
| -1% | -$12.2K | 1.11% | 28 |
|
|
2014
Q4 | $1.18M | Buy |
+6,143
| New | +$1.18M | 1.1% | 33 |
|