Wade Financial Advisory’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 | $655K | Sell |
1,466
-25
| -2% | -$11.2K | 0.22% | 47 |
|
|
2024
Q4 | $725K | Sell |
1,491
-80
| -5% | -$38.9K | 0.25% | 45 |
|
|
2024
Q3 | $918K | Sell |
1,571
-34
| -2% | -$19.9K | 0.31% | 40 |
|
|
2024
Q2 | $750K | Sell |
1,605
-25
| -2% | -$11.7K | 0.27% | 45 |
|
|
2024
Q1 | $741K | Sell |
1,630
-25
| -2% | -$11.4K | 0.27% | 45 |
|
|
2023
Q4 | $750K | Sell |
1,655
-25
| -1% | -$11.3K | 0.28% | 41 |
|
|
2023
Q3 | $687K | Sell |
1,680
-25
| -1% | -$10.2K | 0.29% | 40 |
|
|
2023
Q2 | $785K | Sell |
1,705
-25
| -1% | -$11.5K | 0.31% | 40 |
|
|
2023
Q1 | $818K | Sell |
1,730
-25
| -1% | -$11.8K | 0.34% | 39 |
|
|
2022
Q4 | $854K | Sell |
1,755
-100
| -5% | -$48.6K | 0.39% | 37 |
|
|
2022
Q3 | $717K | Sell |
1,855
-110
| -6% | -$42.5K | 0.36% | 39 |
|
|
2022
Q2 | $845K | Sell |
1,965
-90
| -4% | -$38.7K | 0.4% | 39 |
|
|
2022
Q1 | $907K | Buy |
+2,055
| New | +$907K | 0.39% | 38 |
|