Tilia Fiduciary Partners’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 | $754K | Sell |
1,628
-5
| -0.3% | -$2.32K | 0.46% | 61 |
|
|
2025
Q1 | $729K | Sell |
1,633
-138
| -8% | -$61.6K | 0.49% | 63 |
|
|
2024
Q4 | $861K | Buy |
1,771
+33
| +2% | +$16K | 0.59% | 50 |
|
|
2024
Q3 | $1.02M | Sell |
1,738
-10
| -0.6% | -$5.84K | 0.7% | 48 |
|
|
2024
Q2 | $817K | Buy |
1,748
+8
| +0.5% | +$3.74K | 0.64% | 52 |
|
|
2024
Q1 | $791K | Sell |
1,740
-82
| -5% | -$37.3K | 0.64% | 53 |
|
|
2023
Q4 | $826K | Buy |
1,822
+42
| +2% | +$19K | 0.77% | 50 |
|
|
2023
Q3 | $728K | Buy |
1,780
+207
| +13% | +$84.7K | 0.76% | 50 |
|
|
2023
Q2 | $724K | Buy |
1,573
+471
| +43% | +$217K | 0.65% | 51 |
|
|
2023
Q1 | $521K | Buy |
1,102
+121
| +12% | +$57.2K | 0.5% | 60 |
|
|
2022
Q4 | $477K | Buy |
981
+230
| +31% | +$112K | 0.46% | 67 |
|
|
2022
Q3 | $309K | Buy |
751
+23
| +3% | +$9.46K | 0.31% | 83 |
|
|
2022
Q2 | $301K | Buy |
728
+69
| +10% | +$28.5K | 0.29% | 81 |
|
|
2022
Q1 | $291K | Buy |
659
+1
| +0.2% | +$442 | 0.25% | 86 |
|
|
2021
Q4 | $234K | Buy |
+658
| New | +$234K | 0.19% | 98 |
|