Wealth Effects’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 | $279K | Buy |
602
+1
| +0.2% | +$463 | 0.1% | 162 |
|
|
2025
Q1 | $268K | Sell |
601
-6
| -1% | -$2.68K | 0.11% | 154 |
|
|
2024
Q4 | $295K | Sell |
607
-104
| -15% | -$50.5K | 0.1% | 157 |
|
|
2024
Q3 | $416K | Hold |
711
| – | – | 0.15% | 127 |
|
|
2024
Q2 | $332K | Hold |
711
| – | – | 0.12% | 140 |
|
|
2024
Q1 | $323K | Sell |
711
-31
| -4% | -$14.1K | 0.12% | 144 |
|
|
2023
Q4 | $336K | Buy |
742
+107
| +17% | +$48.5K | 0.13% | 142 |
|
|
2023
Q3 | $260K | Buy |
635
+110
| +21% | +$45K | 0.13% | 142 |
|
|
2023
Q2 | $242K | Buy |
525
+5
| +1% | +$2.3K | 0.11% | 153 |
|
|
2023
Q1 | $246K | Sell |
520
-85
| -14% | -$40.2K | 0.13% | 154 |
|
|
2022
Q4 | $294K | Hold |
605
| – | – | 0.17% | 134 |
|
|
2022
Q3 | $234K | Buy |
605
+22
| +4% | +$8.51K | 0.14% | 144 |
|
|
2022
Q2 | $251K | Sell |
583
-40
| -6% | -$17.2K | 0.15% | 141 |
|
|
2022
Q1 | $275K | Buy |
623
+5
| +0.8% | +$2.21K | 0.13% | 149 |
|
|
2021
Q4 | $220K | Buy |
+618
| New | +$220K | 0.09% | 190 |
|