Waldron Private Wealth’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 | $216K | Sell |
467
-107
| -19% | -$49.6K | 0.01% | 284 |
|
|
2025
Q1 | $256K | Sell |
574
-1,104
| -66% | -$493K | 0.01% | 264 |
|
|
2024
Q4 | $815K | Buy |
1,678
+13
| +0.8% | +$6.32K | 0.03% | 193 |
|
|
2024
Q3 | $973K | Buy |
1,665
+252
| +18% | +$147K | 0.04% | 165 |
|
|
2024
Q2 | $660K | Buy |
1,413
+190
| +16% | +$88.7K | 0.03% | 193 |
|
|
2024
Q1 | $560K | Sell |
1,223
-232
| -16% | -$106K | 0.03% | 223 |
|
|
2023
Q4 | $659K | Buy |
1,455
+44
| +3% | +$19.9K | 0.03% | 198 |
|
|
2023
Q3 | $577K | Sell |
1,411
-90
| -6% | -$36.8K | 0.03% | 204 |
|
|
2023
Q2 | $691K | Sell |
1,501
-227
| -13% | -$105K | 0.03% | 193 |
|
|
2023
Q1 | $817K | Buy |
1,728
+396
| +30% | +$187K | 0.04% | 189 |
|
|
2022
Q4 | $514K | Hold |
1,332
| – | – | 0.03% | 234 |
|
|
2022
Q3 | $514K | Sell |
1,332
-3
| -0.2% | -$1.16K | 0.03% | 234 |
|
|
2022
Q2 | $573K | Buy |
1,335
+214
| +19% | +$91.9K | 0.03% | 229 |
|
|
2022
Q1 | $495K | Buy |
1,121
+8
| +0.7% | +$3.53K | 0.03% | 256 |
|
|
2021
Q4 | $395K | Buy |
1,113
+17
| +2% | +$6.03K | 0.02% | 279 |
|
|
2021
Q3 | $378K | Buy |
1,096
+33
| +3% | +$11.4K | 0.02% | 251 |
|
|
2021
Q2 | $402K | Sell |
1,063
-137
| -11% | -$51.8K | 0.03% | 234 |
|
|
2021
Q1 | $443K | Buy |
1,200
+366
| +44% | +$135K | 0.03% | 201 |
|
|
2020
Q4 | $296K | Sell |
834
-261
| -24% | -$92.6K | 0.02% | 229 |
|
|
2020
Q3 | $419K | Buy |
1,095
+242
| +28% | +$92.6K | 0.04% | 178 |
|
|
2020
Q2 | $311K | Buy |
+853
| New | +$311K | 0.03% | 195 |
|
|
2020
Q1 | – | Sell |
-548
| Closed | -$213K | – | 272 |
|
|
2019
Q4 | $213K | Buy |
+548
| New | +$213K | 0.02% | 253 |
|
|
2019
Q3 | – | Sell |
-713
| Closed | -$259K | – | 268 |
|
|
2019
Q2 | $259K | Buy |
+713
| New | +$259K | 0.03% | 205 |
|
|
2017
Q2 | – | Sell |
-1,002
| Closed | -$267K | – | 178 |
|
|
2017
Q1 | $267K | Buy |
+1,002
| New | +$267K | 0.07% | 178 |
|