WBH Advisory’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 | $637K | Hold |
1,375
| – | – | 0.05% | 199 |
|
|
2025
Q1 | $614K | Sell |
1,375
-51
| -4% | -$22.8K | 0.06% | 188 |
|
|
2024
Q4 | $693K | Buy |
1,426
+17
| +1% | +$8.26K | 0.06% | 185 |
|
|
2024
Q3 | $823K | Sell |
1,409
-24
| -2% | -$14K | 0.08% | 168 |
|
|
2024
Q2 | $669K | Sell |
1,433
-40
| -3% | -$18.7K | 0.07% | 178 |
|
|
2024
Q1 | $670K | Sell |
1,473
-12
| -0.8% | -$5.46K | 0.07% | 187 |
|
|
2023
Q4 | $673K | Sell |
1,485
-17
| -1% | -$7.71K | 0.07% | 184 |
|
|
2023
Q3 | $614K | Buy |
1,502
+24
| +2% | +$9.81K | 0.08% | 180 |
|
|
2023
Q2 | $680K | Hold |
1,478
| – | – | 0.08% | 179 |
|
|
2023
Q1 | $699K | Buy |
+1,478
| New | +$699K | 0.09% | 176 |
|
|
2022
Q3 | $571K | Hold |
1,478
| – | – | 0.08% | 186 |
|
|
2022
Q2 | $619K | Hold |
1,478
| – | – | 0.08% | 184 |
|
|
2022
Q1 | $653K | Sell |
1,478
-50
| -3% | -$22.1K | 0.08% | 190 |
|
|
2021
Q4 | $543K | Hold |
1,528
| – | – | 0.06% | 215 |
|
|
2021
Q3 | $527K | Hold |
1,528
| – | – | 0.07% | 194 |
|
|
2021
Q2 | $562K | Sell |
1,528
-95
| -6% | -$34.9K | 0.08% | 167 |
|
|
2021
Q1 | $600K | Sell |
1,623
-103
| -6% | -$38.1K | 0.1% | 161 |
|
|
2020
Q4 | $590K | Hold |
1,726
| – | – | 0.1% | 155 |
|
|
2020
Q3 | $662K | Sell |
1,726
-46
| -3% | -$17.6K | 0.13% | 134 |
|
|
2020
Q2 | $646K | Buy |
1,772
+78
| +5% | +$28.4K | 0.16% | 123 |
|
|
2020
Q1 | $574 | Sell |
1,694
-24
| -1% | -$8 | 0.13% | 125 |
|
|
2019
Q4 | $669K | Sell |
1,718
-31
| -2% | -$12.1K | 0.14% | 133 |
|
|
2019
Q3 | $682K | Sell |
1,749
-256
| -13% | -$99.8K | 0.15% | 130 |
|
|
2019
Q2 | $729K | Buy |
2,005
+281
| +16% | +$102K | 0.17% | 124 |
|
|
2019
Q1 | $517K | Hold |
1,724
| – | – | 0.12% | 147 |
|
|
2018
Q4 | $451 | Hold |
1,724
| – | – | 0.11% | 151 |
|
|
2018
Q3 | $596K | Sell |
1,724
-139
| -7% | -$48.1K | 0.14% | 132 |
|
|
2018
Q2 | $550K | Buy |
1,863
+14
| +0.8% | +$4.13K | 0.14% | 134 |
|
|
2018
Q1 | $624K | Sell |
1,849
-23
| -1% | -$7.76K | 0.17% | 120 |
|
|
2017
Q4 | $600K | Buy |
1,872
+76
| +4% | +$24.4K | 0.16% | 125 |
|
|
2017
Q3 | $557K | Sell |
1,796
-3
| -0.2% | -$930 | 0.16% | 127 |
|
|
2017
Q2 | $499K | Buy |
1,799
+50
| +3% | +$13.9K | 0.14% | 132 |
|
|
2017
Q1 | $468K | Hold |
1,749
| – | – | 0.14% | 142 |
|
|
2016
Q4 | $437K | Sell |
1,749
-25
| -1% | -$6.25K | 0.15% | 140 |
|
|
2016
Q3 | $425K | Hold |
1,774
| – | – | 0.15% | 142 |
|
|
2016
Q2 | $440K | Buy |
1,774
+46
| +3% | +$11.4K | 0.17% | 125 |
|
|
2016
Q1 | $382K | Buy |
1,728
+25
| +1% | +$5.53K | 0.13% | 133 |
|
|
2015
Q4 | $369 | Buy |
1,703
+166
| +11% | +$36 | 0.13% | 138 |
|
|
2015
Q3 | $318K | Sell |
1,537
-100
| -6% | -$20.7K | 0.13% | 144 |
|
|
2015
Q2 | $304K | Sell |
1,637
-400
| -20% | -$74.3K | 0.12% | 158 |
|
|
2015
Q1 | $413 | Sell |
2,037
-53
| -3% | -$11 | 0.12% | 138 |
|
|
2014
Q4 | $402K | Buy |
2,090
+55
| +3% | +$10.6K | 0.15% | 136 |
|
|
2014
Q3 | $372K | Sell |
2,035
-180
| -8% | -$32.9K | 0.13% | 146 |
|
|
2014
Q2 | $356K | Sell |
2,215
-303
| -12% | -$48.7K | 0.13% | 156 |
|
|
2014
Q1 | $411K | Buy |
2,518
+221
| +10% | +$36.1K | 0.16% | 143 |
|
|
2013
Q4 | $341K | Buy |
2,297
+176
| +8% | +$26.1K | 0.14% | 149 |
|
|
2013
Q3 | $271K | Sell |
2,121
-259
| -11% | -$33.1K | 0.12% | 158 |
|
|
2013
Q2 | $258K | Buy |
+2,380
| New | +$258K | 0.12% | 159 |
|