Schwarz Dygos Wheeler Investment Advisors’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 | $217K | Buy |
469
+9
| +2% | +$4.17K | 0.05% | 156 |
|
|
2025
Q1 | $205K | Hold |
460
| – | – | 0.05% | 153 |
|
|
2024
Q4 | $224K | Buy |
460
+90
| +24% | +$43.7K | 0.05% | 150 |
|
|
2024
Q3 | $216K | Buy |
+370
| New | +$216K | 0.05% | 146 |
|
|
2024
Q1 | – | Sell |
-680
| Closed | -$308K | – | 151 |
|
|
2023
Q4 | $308K | Buy |
680
+10
| +1% | +$4.53K | 0.09% | 118 |
|
|
2023
Q3 | $274K | Sell |
670
-5
| -0.7% | -$2.05K | 0.09% | 114 |
|
|
2023
Q2 | $311K | Buy |
675
+221
| +49% | +$102K | 0.1% | 105 |
|
|
2023
Q1 | $215K | Buy |
454
+2
| +0.4% | +$945 | 0.08% | 126 |
|
|
2022
Q4 | $220K | Buy |
+452
| New | +$220K | 0.09% | 114 |
|
|
2021
Q4 | – | Sell |
-605
| Closed | -$209K | – | 137 |
|
|
2021
Q3 | $209K | Buy |
+605
| New | +$209K | 0.08% | 124 |
|