Simplicity Wealth’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
$4.15M Buy
8,965
+3,857
+76% +$1.79M 0.17% 132
2025
Q1
$2.28M Buy
5,108
+3,605
+240% +$1.61M 0.18% 137
2024
Q4
$730K Sell
1,503
-2,779
-65% -$1.35M 0.15% 117
2024
Q3
$2.5M Sell
4,282
-6,219
-59% -$3.64M 0.23% 93
2024
Q2
$4.9M Buy
10,501
+175
+2% +$81.7K 0.11% 185
2024
Q1
$4.7M Buy
10,326
+9,015
+688% +$4.1M 0.11% 183
2023
Q4
$594K Buy
+1,311
New +$594K 0.23% 76