WKWM
Walter & Keenan Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
1,511
-138
| -8% | -$63.9K | 0.2% | 92 |
|
|
2025
Q1 | $736K | Buy |
1,649
+84
| +5% | +$37.5K | 0.22% | 91 |
|
|
2024
Q4 | $761K | Sell |
1,565
-64
| -4% | -$31.1K | 0.23% | 89 |
|
|
2024
Q3 | $952K | Buy |
1,629
+23
| +1% | +$13.4K | 0.29% | 82 |
|
|
2024
Q2 | $750K | Sell |
1,606
-19
| -1% | -$8.87K | 0.24% | 84 |
|
|
2024
Q1 | $739K | Buy |
1,625
+280
| +21% | +$127K | 0.24% | 83 |
|
|
2023
Q4 | $610K | Buy |
1,345
+112
| +9% | +$50.8K | 0.22% | 89 |
|
|
2023
Q3 | $504K | Hold |
1,233
| – | – | 0.2% | 97 |
|
|
2023
Q2 | $568K | Buy |
1,233
+60
| +5% | +$27.6K | 0.21% | 97 |
|
|
2023
Q1 | $555K | Sell |
1,173
-650
| -36% | -$307K | 0.21% | 94 |
|
|
2022
Q4 | $887K | Buy |
1,823
+75
| +4% | +$36.5K | 0.35% | 69 |
|
|
2022
Q3 | $675K | Buy |
1,748
+15
| +0.9% | +$5.79K | 0.29% | 77 |
|
|
2022
Q2 | $745K | Hold |
1,733
| – | – | 0.29% | 73 |
|
|
2022
Q1 | $765K | Hold |
1,733
| – | – | 0.26% | 76 |
|
|
2021
Q4 | $616K | Sell |
1,733
-100
| -5% | -$35.5K | 0.2% | 85 |
|
|
2021
Q3 | $633K | Buy |
1,833
+71
| +4% | +$24.5K | 0.21% | 87 |
|
|
2021
Q2 | $667K | Sell |
1,762
-47
| -3% | -$17.8K | 0.23% | 85 |
|
|
2021
Q1 | $668K | Buy |
1,809
+358
| +25% | +$132K | 0.24% | 83 |
|
|
2020
Q4 | $515K | Buy |
1,451
+5
| +0.3% | +$1.78K | 0.19% | 92 |
|
|
2020
Q3 | $554K | Buy |
1,446
+13
| +0.9% | +$4.98K | 0.22% | 87 |
|
|
2020
Q2 | $523K | Sell |
1,433
-2,308
| -62% | -$842K | 0.21% | 90 |
|
|
2020
Q1 | $1.27M | Buy |
3,741
+2,645
| +241% | +$895K | 0.5% | 31 |
|
|
2019
Q4 | $427K | Hold |
1,096
| – | – | 0.16% | 100 |
|
|
2019
Q3 | $428K | Hold |
1,096
| – | – | 0.16% | 103 |
|
|
2019
Q2 | $398K | Sell |
1,096
-250
| -19% | -$90.8K | 0.18% | 100 |
|
|
2019
Q1 | $404K | Hold |
1,346
| – | – | 0.18% | 102 |
|
|
2018
Q4 | $352K | Buy |
1,346
+200
| +17% | +$52.3K | 0.16% | 104 |
|
|
2018
Q3 | $396 | Hold |
1,146
| – | – | 0.12% | 108 |
|
|
2018
Q2 | $339K | Buy |
1,146
+50
| +5% | +$14.8K | 0.15% | 120 |
|
|
2018
Q1 | $370K | Hold |
1,096
| – | – | 0.16% | 116 |
|
|
2017
Q4 | $352K | Hold |
1,096
| – | – | 0.15% | 117 |
|
|
2017
Q3 | $340K | Buy |
+1,096
| New | +$340K | 0.16% | 113 |
|
|
2017
Q2 | – | Sell |
-996
| Closed | -$267K | – | 158 |
|
|
2017
Q1 | $267K | Sell |
996
-400
| -29% | -$107K | 0.14% | 123 |
|
|
2016
Q4 | $349K | Sell |
1,396
-100
| -7% | -$25K | 0.19% | 100 |
|
|
2016
Q3 | $359K | Hold |
1,496
| – | – | 0.2% | 97 |
|
|
2016
Q2 | $371K | Buy |
1,496
+100
| +7% | +$24.8K | 0.21% | 99 |
|
|
2016
Q1 | $309K | Sell |
1,396
-550
| -28% | -$122K | 0.18% | 102 |
|
|
2015
Q4 | $423K | Sell |
1,946
-900
| -32% | -$196K | 0.25% | 87 |
|
|
2015
Q3 | $590K | Hold |
2,846
| – | – | 0.36% | 64 |
|
|
2015
Q2 | $529K | Buy |
2,846
+100
| +4% | +$18.6K | 0.31% | 79 |
|
|
2015
Q1 | $557K | Buy |
2,746
+200
| +8% | +$40.6K | 0.32% | 79 |
|
|
2014
Q4 | $490K | Sell |
2,546
-200
| -7% | -$38.5K | 0.28% | 85 |
|
|
2014
Q3 | $502K | Sell |
2,746
-100
| -4% | -$18.3K | 0.29% | 80 |
|
|
2014
Q2 | $457K | Sell |
2,846
-300
| -10% | -$48.2K | 0.24% | 93 |
|
|
2014
Q1 | $514K | Buy |
+3,146
| New | +$514K | 0.28% | 84 |
|