Valley Wealth Managers’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 | $3.58M | Buy |
7,721
+207
| +3% | +$95.9K | 0.26% | 94 |
|
|
2025
Q1 | $3.36M | Buy |
7,514
+335
| +5% | +$150K | 0.25% | 92 |
|
|
2024
Q4 | $3.49M | Sell |
7,179
-810
| -10% | -$394K | 0.26% | 84 |
|
|
2024
Q3 | $4.67M | Sell |
7,989
-187
| -2% | -$109K | 0.35% | 62 |
|
|
2024
Q2 | $3.82M | Sell |
8,176
-541
| -6% | -$253K | 0.3% | 80 |
|
|
2024
Q1 | $3.97M | Sell |
8,717
-363
| -4% | -$165K | 0.3% | 84 |
|
|
2023
Q4 | $4.12M | Sell |
9,080
-238
| -3% | -$108K | 0.32% | 77 |
|
|
2023
Q3 | $3.81M | Sell |
9,318
-216
| -2% | -$88.3K | 0.32% | 86 |
|
|
2023
Q2 | $4.39M | Sell |
9,534
-579
| -6% | -$267K | 0.39% | 63 |
|
|
2023
Q1 | $4.78M | Sell |
10,113
-136
| -1% | -$64.3K | 0.43% | 56 |
|
|
2022
Q4 | $4.99M | Sell |
10,249
-233
| -2% | -$113K | 0.46% | 56 |
|
|
2022
Q3 | $4.05M | Sell |
10,482
-15
| -0.1% | -$5.79K | 0.4% | 63 |
|
|
2022
Q2 | $4.51M | Buy |
10,497
+163
| +2% | +$70.1K | 0.42% | 56 |
|
|
2022
Q1 | $4.56M | Buy |
10,334
+175
| +2% | +$77.3K | 0.38% | 62 |
|
|
2021
Q4 | $3.61M | Sell |
10,159
-40,845
| -80% | -$14.5M | 0.29% | 83 |
|
|
2021
Q3 | $17.6M | Buy |
51,004
+1,081
| +2% | +$373K | 1.53% | 30 |
|
|
2021
Q2 | $18.9M | Buy |
49,923
+25
| +0.1% | +$9.46K | 1.6% | 32 |
|
|
2021
Q1 | $18.4M | Buy |
49,898
+8,756
| +21% | +$3.24M | 1.66% | 32 |
|
|
2020
Q4 | $14.6M | Sell |
41,142
-4,739
| -10% | -$1.68M | 1.43% | 38 |
|
|
2020
Q3 | $17.6M | Sell |
45,881
-725
| -2% | -$278K | 1.94% | 19 |
|
|
2020
Q2 | $17M | Sell |
46,606
-616
| -1% | -$225K | 1.91% | 16 |
|
|
2020
Q1 | $16M | Buy |
47,222
+859
| +2% | +$291K | 2.08% | 11 |
|
|
2019
Q4 | $18.1M | Buy |
46,363
+40,128
| +644% | +$15.6M | 1.8% | 24 |
|
|
2019
Q3 | $2.43M | Sell |
6,235
-230
| -4% | -$89.7K | 0.26% | 68 |
|
|
2019
Q2 | $2.35M | Buy |
6,465
+77
| +1% | +$28K | 0.25% | 68 |
|
|
2019
Q1 | $1.92M | Sell |
6,388
-113
| -2% | -$33.9K | 0.21% | 76 |
|
|
2018
Q4 | $1.7M | Buy |
6,501
+1,012
| +18% | +$265K | 0.22% | 67 |
|
|
2018
Q3 | $1.9M | Sell |
5,489
-10
| -0.2% | -$3.46K | 0.22% | 59 |
|
|
2018
Q2 | $1.63M | Sell |
5,499
-366
| -6% | -$108K | 0.2% | 71 |
|
|
2018
Q1 | $1.98M | Buy |
5,865
+25
| +0.4% | +$8.45K | 0.24% | 57 |
|
|
2017
Q4 | $1.88M | Sell |
5,840
-125
| -2% | -$40.1K | 0.23% | 63 |
|
|
2017
Q3 | $1.85M | Buy |
5,965
+58
| +1% | +$18K | 0.23% | 59 |
|
|
2017
Q2 | $1.64M | Sell |
5,907
-267
| -4% | -$74.1K | 0.22% | 66 |
|
|
2017
Q1 | $1.65M | Buy |
6,174
+129
| +2% | +$34.5K | 0.22% | 72 |
|
|
2016
Q4 | $1.51M | Buy |
6,045
+32
| +0.5% | +$8K | 0.22% | 71 |
|
|
2016
Q3 | $1.44M | Buy |
6,013
+609
| +11% | +$146K | 0.21% | 74 |
|
|
2016
Q2 | $1.34M | Buy |
5,404
+184
| +4% | +$45.7K | 0.2% | 71 |
|
|
2016
Q1 | $1.16M | Sell |
5,220
-285
| -5% | -$63.1K | 0.2% | 64 |
|
|
2015
Q4 | $1.2M | Hold |
5,505
| – | – | 0.21% | 57 |
|
|
2015
Q3 | $1.14M | Sell |
5,505
-440
| -7% | -$91.2K | 0.21% | 57 |
|
|
2015
Q2 | $1.11M | Sell |
5,945
-85
| -1% | -$15.8K | 0.19% | 67 |
|
|
2015
Q1 | $1.22M | Sell |
6,030
-125
| -2% | -$25.4K | 0.21% | 62 |
|
|
2014
Q4 | $1.19M | Buy |
6,155
+323
| +6% | +$62.2K | 0.21% | 66 |
|
|
2014
Q3 | $1.07M | Buy |
5,832
+167
| +3% | +$30.5K | 0.2% | 62 |
|
|
2014
Q2 | $911K | Buy |
5,665
+1,290
| +29% | +$207K | 0.17% | 75 |
|
|
2014
Q1 | $714K | Buy |
4,375
+530
| +14% | +$86.5K | 0.14% | 81 |
|
|
2013
Q4 | $572K | Buy |
3,845
+190
| +5% | +$28.3K | 0.12% | 87 |
|
|
2013
Q3 | $466K | Sell |
3,655
-1,130
| -24% | -$144K | 0.1% | 88 |
|
|
2013
Q2 | $519K | Buy |
+4,785
| New | +$519K | 0.12% | 82 |
|