TD Private Client 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
$2.11M Sell
4,553
-1,138
-20% -$527K 0.05% 231
2025
Q1
$2.54M Sell
5,691
-3,918
-41% -$1.75M 0.07% 192
2024
Q4
$4.67M Sell
9,609
-1,614
-14% -$784K 0.13% 120
2024
Q3
$6.56M Buy
11,223
+52
+0.5% +$30.4K 0.19% 83
2024
Q2
$5.22M Buy
11,171
+430
+4% +$201K 0.16% 94
2024
Q1
$4.89M Sell
10,741
-84
-0.8% -$38.2K 0.16% 109
2023
Q4
$4.91M Buy
10,825
+414
+4% +$188K 0.18% 100
2023
Q3
$4.26M Sell
10,411
-353
-3% -$144K 0.18% 112
2023
Q2
$4.96M Sell
10,764
-147
-1% -$67.7K 0.21% 106
2023
Q1
$5.16M Buy
10,911
+676
+7% +$320K 0.23% 103
2022
Q4
$4.98M Buy
10,235
+243
+2% +$118K 0.24% 100
2022
Q3
$3.86M Sell
9,992
-227
-2% -$87.7K 0.2% 115
2022
Q2
$4.39M Sell
10,219
-759
-7% -$326K 0.21% 112
2022
Q1
$4.85M Sell
10,978
-4,693
-30% -$2.07M 0.21% 110
2021
Q4
$5.57M Sell
15,671
-582
-4% -$207K 0.23% 96
2021
Q3
$5.61M Buy
16,253
+594
+4% +$205K 0.24% 91
2021
Q2
$5.92M Buy
15,659
+3,401
+28% +$1.29M 0.25% 88
2021
Q1
$4.53M Buy
12,258
+2,907
+31% +$1.07M 0.21% 112
2020
Q4
$3.32M Sell
9,351
-1,884
-17% -$669K 0.17% 137
2020
Q3
$4.31M Buy
11,235
+1,167
+12% +$447K 0.24% 92
2020
Q2
$3.67M Buy
10,068
+765
+8% +$279K 0.21% 99
2020
Q1
$3.15M Buy
9,303
+89
+1% +$30.2K 0.23% 102
2019
Q4
$3.59M Buy
+9,214
New +$3.59M 0.21% 120