Shelton Wealth Management’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 | $413K | Sell |
892
-7
| -0.8% | -$3.24K | 0.2% | 94 |
|
|
2025
Q1 | $402K | Buy |
899
+1
| +0.1% | +$447 | 0.22% | 95 |
|
|
2024
Q4 | $436K | Hold |
898
| – | – | 0.23% | 94 |
|
|
2024
Q3 | $525K | Buy |
898
+1
| +0.1% | +$585 | 0.29% | 89 |
|
|
2024
Q2 | $419K | Sell |
897
-18
| -2% | -$8.4K | 0.24% | 94 |
|
|
2024
Q1 | $416K | Sell |
915
-580
| -39% | -$264K | 0.26% | 87 |
|
|
2023
Q4 | $677K | Buy |
1,495
+603
| +68% | +$273K | 0.48% | 44 |
|
|
2023
Q3 | $365K | Buy |
892
+109
| +14% | +$44.6K | 0.29% | 39 |
|
|
2023
Q2 | $361K | Sell |
783
-2
| -0.3% | -$921 | 0.28% | 42 |
|
|
2023
Q1 | $371K | Sell |
785
-1
| -0.1% | -$472 | 0.3% | 41 |
|
|
2022
Q4 | $382K | Buy |
786
+5
| +0.6% | +$2.43K | 0.3% | 42 |
|
|
2022
Q3 | $302K | Buy |
781
+4
| +0.5% | +$1.55K | 0.27% | 46 |
|
|
2022
Q2 | $334K | Buy |
777
+5
| +0.6% | +$2.15K | 0.28% | 45 |
|
|
2022
Q1 | $341K | Sell |
772
-7
| -0.9% | -$3.09K | 0.27% | 46 |
|
|
2021
Q4 | $277K | Buy |
+779
| New | +$277K | 0.22% | 55 |
|