Richard W. Paul & Associates’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
$500K Sell
1,079
-61
-5% -$28.3K 0.18% 113
2025
Q1
$509K Sell
1,140
-53
-4% -$23.7K 0.2% 112
2024
Q4
$580K Buy
1,193
+19
+2% +$9.23K 0.21% 115
2024
Q3
$686K Sell
1,174
-5
-0.4% -$2.92K 0.25% 110
2024
Q2
$551K Buy
1,179
+15
+1% +$7K 0.21% 115
2024
Q1
$530K Buy
1,164
+62
+6% +$28.2K 0.21% 115
2023
Q4
$500K Buy
1,102
+7
+0.6% +$3.17K 0.21% 113
2023
Q3
$448K Buy
1,095
+1,013
+1,235% +$414K 0.2% 111
2023
Q2
$37.8K Hold
82
0.02% 231
2023
Q1
$38.8K Sell
82
-15
-15% -$7.09K 0.02% 228
2022
Q4
$47.2K Buy
+97
New +$47.2K 0.02% 221