United Advisor Group’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 | $613K | Buy |
1,323
+107
| +9% | +$49.6K | 0.11% | 191 |
|
|
2025
Q1 | $543K | Sell |
1,216
-281
| -19% | -$126K | 0.11% | 175 |
|
|
2024
Q4 | $727K | Buy |
1,497
+195
| +15% | +$94.8K | 0.14% | 158 |
|
|
2024
Q3 | $761K | Buy |
1,302
+5
| +0.4% | +$2.92K | 0.17% | 131 |
|
|
2024
Q2 | $606K | Buy |
1,297
+168
| +15% | +$78.4K | 0.19% | 115 |
|
|
2024
Q1 | $514K | Buy |
1,129
+327
| +41% | +$149K | 0.19% | 112 |
|
|
2023
Q4 | $364K | Buy |
+802
| New | +$364K | 0.44% | 42 |
|