Valley Forge Investment Consultants’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 | $284K | Buy |
613
+2
| +0.3% | +$926 | 0.09% | 70 |
|
|
2025
Q1 | $273K | Buy |
611
+2
| +0.3% | +$893 | 0.1% | 66 |
|
|
2024
Q4 | $296K | Buy |
609
+2
| +0.3% | +$972 | 0.1% | 65 |
|
|
2024
Q3 | $355K | Buy |
607
+1
| +0.2% | +$585 | 0.12% | 60 |
|
|
2024
Q2 | $283K | Buy |
606
+4
| +0.7% | +$1.87K | 0.11% | 63 |
|
|
2024
Q1 | $274K | Buy |
602
+2
| +0.3% | +$910 | 0.11% | 64 |
|
|
2023
Q4 | $272K | Hold |
600
| – | – | 0.12% | 56 |
|
|
2023
Q3 | $245K | Buy |
+600
| New | +$245K | 0.11% | 61 |
|
|
2023
Q1 | – | Sell |
-553
| Closed | -$269K | – | 76 |
|
|
2022
Q4 | $269K | Hold |
553
| – | – | 0.14% | 55 |
|
|
2022
Q3 | $214K | Buy |
+553
| New | +$214K | 0.12% | 64 |
|