Quotient 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 | $2.93M | Buy |
6,325
+3,289
| +108% | +$1.52M | 0.09% | 60 |
|
2025
Q1 | $1.36M | Sell |
3,036
-389
| -11% | -$174K | 0.04% | 94 |
|
2024
Q4 | $1.66M | Buy |
3,425
+419
| +14% | +$204K | 0.05% | 76 |
|
2024
Q3 | $1.76M | Buy |
3,006
+1
| +0% | +$584 | 0.06% | 70 |
|
2024
Q2 | $1.4M | Buy |
3,005
+268
| +10% | +$125K | 0.05% | 83 |
|
2024
Q1 | $1.24M | Buy |
2,737
+684
| +33% | +$311K | 0.04% | 100 |
|
2023
Q4 | $930K | Buy |
+2,053
| New | +$930K | 0.04% | 125 |
|