Transform 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
Q1 | $220K | Sell |
491
-40
| -8% | -$17.9K | 0.01% | 234 |
|
|
2024
Q4 | $258K | Sell |
531
-28
| -5% | -$13.6K | 0.01% | 231 |
|
|
2024
Q3 | $327K | Buy |
+559
| New | +$327K | 0.02% | 177 |
|
|
2024
Q1 | – | Sell |
-664
| Closed | -$301K | – | 237 |
|
|
2023
Q4 | $301K | Buy |
664
+26
| +4% | +$11.8K | 0.03% | 207 |
|
|
2023
Q3 | $261K | Sell |
638
-230
| -26% | -$94.1K | 0.03% | 214 |
|
|
2023
Q2 | $399K | Sell |
868
-112
| -11% | -$51.5K | 0.04% | 192 |
|
|
2023
Q1 | $463K | Sell |
980
-30
| -3% | -$14.2K | 0.04% | 174 |
|
|
2022
Q4 | $491K | Sell |
1,010
-15
| -1% | -$7.3K | 0.06% | 149 |
|
|
2022
Q3 | $396K | Sell |
1,025
-332
| -24% | -$128K | 0.05% | 138 |
|
|
2022
Q2 | $583K | Sell |
1,357
-45
| -3% | -$19.3K | 0.09% | 116 |
|
|
2022
Q1 | $619K | Buy |
1,402
+32
| +2% | +$14.1K | 0.07% | 140 |
|
|
2021
Q4 | $487K | Sell |
1,370
-158
| -10% | -$56.2K | 0.05% | 160 |
|
|
2021
Q3 | $527K | Sell |
1,528
-230
| -13% | -$79.3K | 0.06% | 158 |
|
|
2021
Q2 | $665K | Buy |
1,758
+90
| +5% | +$34K | 0.08% | 155 |
|
|
2021
Q1 | $616K | Buy |
1,668
+98
| +6% | +$36.2K | 0.12% | 134 |
|
|
2020
Q4 | $557K | Sell |
1,570
-3,349
| -68% | -$1.19M | 0.12% | 140 |
|
|
2020
Q3 | $1.89M | Buy |
4,919
+9
| +0.2% | +$3.45K | 0.3% | 81 |
|
|
2020
Q2 | $1.79M | Sell |
4,910
-1,785
| -27% | -$651K | 0.31% | 80 |
|
|
2020
Q1 | $2.27M | Buy |
6,695
+55
| +0.8% | +$18.6K | 0.48% | 73 |
|
|
2019
Q4 | $2.59M | Buy |
6,640
+5,206
| +363% | +$2.03M | 0.41% | 80 |
|
|
2019
Q3 | $559K | Sell |
1,434
-1,264
| -47% | -$493K | 0.1% | 142 |
|
|
2019
Q2 | $981K | Buy |
+2,698
| New | +$981K | 0.14% | 136 |
|