Pinnacle Wealth Planning Services’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
$345K Sell
745
-137
-16% -$63.5K 0.05% 263
2025
Q1
$394K Buy
882
+28
+3% +$12.5K 0.06% 204
2024
Q4
$415K Sell
854
-512
-37% -$249K 0.06% 186
2024
Q3
$799K Sell
1,366
-32
-2% -$18.7K 0.11% 119
2024
Q2
$653K Sell
1,398
-1
-0.1% -$467 0.09% 135
2024
Q1
$636K Sell
1,399
-24
-2% -$10.9K 0.09% 143
2023
Q4
$645K Sell
1,423
-6
-0.4% -$2.72K 0.1% 134
2023
Q3
$584K Buy
1,429
+23
+2% +$9.41K 0.1% 135
2023
Q2
$647K Sell
1,406
-85
-6% -$39.1K 0.1% 127
2023
Q1
$705K Hold
1,491
0.12% 125
2022
Q4
$725K Sell
1,491
-54
-3% -$26.3K 0.13% 109
2022
Q3
$597K Buy
1,545
+14
+0.9% +$5.41K 0.11% 117
2022
Q2
$658K Buy
1,531
+284
+23% +$122K 0.12% 117
2022
Q1
$550K Sell
1,247
-4
-0.3% -$1.76K 0.1% 157
2021
Q4
$445K Buy
1,251
+49
+4% +$17.4K 0.09% 174
2021
Q3
$415K Sell
1,202
-1
-0.1% -$345 0.09% 172
2021
Q2
$455K Buy
1,203
+23
+2% +$8.7K 0.11% 145
2021
Q1
$436K Buy
1,180
+16
+1% +$5.91K 0.11% 147
2020
Q4
$414K Sell
1,164
-121
-9% -$43K 0.1% 132
2020
Q3
$492K Buy
1,285
+42
+3% +$16.1K 0.16% 98
2020
Q2
$453K Sell
1,243
-54
-4% -$19.7K 0.15% 116
2020
Q1
$438K Buy
1,297
+115
+10% +$38.8K 0.21% 95
2019
Q4
$460K Buy
1,182
+195
+20% +$75.9K 0.22% 99
2019
Q3
$384K Buy
987
+203
+26% +$79K 0.21% 94
2019
Q2
$285K Sell
784
-56
-7% -$20.4K 0.17% 123
2019
Q1
$252K Buy
840
+11
+1% +$3.3K 0.17% 118
2018
Q4
$217K Sell
829
-120
-13% -$31.4K 0.14% 119
2018
Q3
$328K Sell
949
-109
-10% -$37.7K 0.3% 109
2018
Q2
$312K Buy
1,058
+5
+0.5% +$1.47K 0.3% 106
2018
Q1
$356K Buy
1,053
+397
+61% +$134K 0.37% 97
2017
Q4
$211K Buy
+656
New +$211K 0.43% 56