Smith & Howard 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 | $249K | Hold |
537
| – | – | 0.06% | 68 |
|
|
2025
Q1 | $240K | Hold |
537
| – | – | 0.07% | 68 |
|
|
2024
Q4 | $261K | Hold |
537
| – | – | 0.07% | 63 |
|
|
2024
Q3 | $314K | Hold |
537
| – | – | 0.09% | 61 |
|
|
2024
Q2 | $251K | Hold |
537
| – | – | 0.07% | 70 |
|
|
2024
Q1 | $244K | Hold |
537
| – | – | 0.08% | 68 |
|
|
2023
Q4 | $243K | Hold |
537
| – | – | 0.09% | 59 |
|
|
2023
Q3 | $220K | Hold |
537
| – | – | 0.08% | 65 |
|
|
2023
Q2 | $247K | Sell |
537
-5
| -0.9% | -$2.3K | 0.09% | 64 |
|
|
2023
Q1 | $256K | Hold |
542
| – | – | 0.09% | 59 |
|
|
2022
Q4 | $264K | Hold |
542
| – | – | 0.1% | 58 |
|
|
2022
Q3 | $209K | Buy |
542
+20
| +4% | +$7.71K | 0.09% | 64 |
|
|
2022
Q2 | $224K | Hold |
522
| – | – | 0.09% | 64 |
|
|
2022
Q1 | $230K | Buy |
+522
| New | +$230K | 0.1% | 63 |
|
|
2020
Q1 | – | Sell |
-579
| Closed | -$225K | – | 79 |
|
|
2019
Q4 | $225K | Buy |
579
+12
| +2% | +$4.66K | 0.08% | 81 |
|
|
2019
Q3 | $221K | Sell |
567
-105
| -16% | -$40.9K | 0.09% | 66 |
|
|
2019
Q2 | $244K | Hold |
672
| – | – | 0.1% | 51 |
|
|
2019
Q1 | $202K | Sell |
672
-470
| -41% | -$141K | 0.1% | 59 |
|
|
2018
Q4 | $299K | Hold |
1,142
| – | – | 0.16% | 39 |
|
|
2018
Q3 | $395K | Hold |
1,142
| – | – | 0.17% | 34 |
|
|
2018
Q2 | $337K | Sell |
1,142
-130
| -10% | -$38.4K | 0.15% | 34 |
|
|
2018
Q1 | $430K | Buy |
+1,272
| New | +$430K | 0.19% | 30 |
|
|
2017
Q3 | – | Sell |
-835
| Closed | -$232K | – | 50 |
|
|
2017
Q2 | $232K | Hold |
835
| – | – | 0.11% | 50 |
|
|
2017
Q1 | $223K | Buy |
+835
| New | +$223K | 0.11% | 47 |
|
|
2015
Q3 | – | Sell |
-1,365
| Closed | -$254K | – | 72 |
|
|
2015
Q2 | $254K | Hold |
1,365
| – | – | 0.11% | 64 |
|
|
2015
Q1 | $277K | Buy |
1,365
+170
| +14% | +$34.5K | 0.12% | 49 |
|
|
2014
Q4 | $230K | Hold |
1,195
| – | – | 0.11% | 45 |
|
|
2014
Q3 | $218K | Buy |
+1,195
| New | +$218K | 0.11% | 40 |
|
|
2014
Q1 | – | Sell |
-1,178
| Closed | -$175K | – | 141 |
|
|
2013
Q4 | $175K | Buy |
1,178
+398
| +51% | +$59.1K | 0.1% | 39 |
|
|
2013
Q3 | $99K | Buy |
+780
| New | +$99K | 0.06% | 73 |
|