Valtinson Bruner Financial Planning’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 | $274K | Buy |
593
+33
| +6% | +$15.3K | 0.09% | 120 |
|
|
2025
Q1 | $250K | Buy |
560
+2
| +0.4% | +$894 | 0.08% | 113 |
|
|
2024
Q4 | $271K | Hold |
558
| – | – | 0.09% | 119 |
|
|
2024
Q3 | $326K | Hold |
558
| – | – | 0.11% | 103 |
|
|
2024
Q2 | $261K | Hold |
558
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $254K | Buy |
558
+1
| +0.2% | +$455 | 0.11% | 102 |
|
|
2023
Q4 | $253K | Hold |
557
| – | – | 0.13% | 101 |
|
|
2023
Q3 | $228K | Hold |
557
| – | – | 0.12% | 105 |
|
|
2023
Q2 | $257K | Hold |
557
| – | – | 0.14% | 100 |
|
|
2023
Q1 | $263K | Hold |
557
| – | – | 0.15% | 101 |
|
|
2022
Q4 | $246K | Sell |
557
-43
| -7% | -$19K | 0.14% | 103 |
|
|
2022
Q3 | $232K | Sell |
600
-22
| -4% | -$8.51K | 0.14% | 90 |
|
|
2022
Q2 | $268K | Hold |
622
| – | – | 0.16% | 81 |
|
|
2022
Q1 | $291K | Hold |
622
| – | – | 0.17% | 76 |
|
|
2021
Q4 | $221K | Buy |
622
+4
| +0.6% | +$1.42K | 0.12% | 88 |
|
|
2021
Q3 | $229K | Hold |
618
| – | – | 0.13% | 82 |
|
|
2021
Q2 | $232K | Hold |
618
| – | – | 0.13% | 74 |
|
|
2021
Q1 | $242K | Hold |
618
| – | – | 0.14% | 73 |
|
|
2020
Q4 | $212K | Hold |
618
| – | – | 0.13% | 73 |
|
|
2020
Q3 | $218K | Hold |
618
| – | – | 0.15% | 68 |
|
|
2020
Q2 | $238K | Buy |
618
+22
| +4% | +$8.47K | 0.17% | 71 |
|
|
2020
Q1 | $227K | Buy |
596
+6
| +1% | +$2.29K | 0.18% | 64 |
|
|
2019
Q4 | $244K | Hold |
590
| – | – | 0.18% | 66 |
|
|
2019
Q3 | $225K | Buy |
+590
| New | +$225K | 0.18% | 61 |
|