Warther 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
Q1 | – | Sell |
-1,547
| Closed | -$752K | – | 77 |
|
|
2024
Q4 | $752K | Sell |
1,547
-683
| -31% | -$332K | 0.25% | 31 |
|
|
2024
Q3 | $1.3M | Sell |
2,230
-11,160
| -83% | -$6.52M | 0.46% | 27 |
|
|
2024
Q2 | $6.25M | Sell |
13,390
-10,899
| -45% | -$5.09M | 2.45% | 17 |
|
|
2024
Q1 | $11M | Buy |
24,289
+7,920
| +48% | +$3.6M | 4.93% | 6 |
|
|
2023
Q4 | $7.42M | Buy |
16,369
+7,575
| +86% | +$3.43M | 4.15% | 9 |
|
|
2023
Q3 | $3.6M | Buy |
8,794
+1,933
| +28% | +$791K | 2.39% | 13 |
|
|
2023
Q2 | $3.16M | Sell |
6,861
-392
| -5% | -$180K | 2.15% | 13 |
|
|
2023
Q1 | $3.43M | Sell |
7,253
-277
| -4% | -$131K | 2.61% | 10 |
|
|
2022
Q4 | $3.66M | Buy |
7,530
+566
| +8% | +$275K | 2.74% | 8 |
|
|
2022
Q3 | $2.69M | Buy |
6,964
+3,039
| +77% | +$1.17M | 2.13% | 13 |
|
|
2022
Q2 | $1.7M | Buy |
3,925
+2,606
| +198% | +$1.13M | 1.25% | 23 |
|
|
2022
Q1 | $588K | Buy |
+1,319
| New | +$588K | 0.38% | 69 |
|