Waldron Private Wealth’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Sell |
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|
2025
Q2 | $216K | Sell |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $815K | Buy |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $560K | Sell |
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|
2023
Q4 | $659K | Buy |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $691K | Sell |
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|
2023
Q1 | $817K | Buy |
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|
2022
Q4 | $514K | Hold |
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|
2022
Q3 | $514K | Sell |
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|
2022
Q2 | $573K | Buy |
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|
2022
Q1 | $495K | Buy |
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|
2021
Q4 | $395K | Buy |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $402K | Sell |
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|
2021
Q1 | $443K | Buy |
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|
2020
Q4 | $296K | Sell |
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|
2020
Q3 | $419K | Buy |
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|
2020
Q2 | $311K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $259K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $267K | Buy |
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