Waterloo Capital’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 | $409K | Buy |
882
+427
| +94% | +$198K | 0.03% | 304 |
|
|
2025
Q1 | $203K | Sell |
455
-1,110
| -71% | -$496K | 0.02% | 382 |
|
|
2024
Q4 | $761K | Sell |
1,565
-279
| -15% | -$136K | 0.08% | 183 |
|
|
2024
Q3 | $1.08M | Buy |
1,844
+349
| +23% | +$204K | 0.12% | 157 |
|
|
2024
Q2 | $698K | Sell |
1,495
-362
| -19% | -$169K | 0.08% | 179 |
|
|
2024
Q1 | $845K | Buy |
1,857
+549
| +42% | +$250K | 0.11% | 167 |
|
|
2023
Q4 | $593K | Buy |
+1,308
| New | +$593K | 0.1% | 187 |
|
|
2023
Q3 | – | Sell |
-449
| Closed | -$207K | – | 213 |
|
|
2023
Q2 | $207K | Buy |
449
+26
| +6% | +$12K | 0.06% | 190 |
|
|
2023
Q1 | $200K | Buy |
+423
| New | +$200K | 0.06% | 190 |
|