Summit Wealth Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $355K | Buy |
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|
2025
Q2 | $328K | Buy |
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|
2025
Q1 | $315K | Buy |
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|
2024
Q4 | $340K | Buy |
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|
2024
Q3 | $363K | Buy |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $278K | Buy |
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|
2023
Q4 | $276K | Sell |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $315K | Buy |
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|
2022
Q4 | $322K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $261K | Buy |
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|
2021
Q4 | $209K | Sell |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $238K | Buy |
|