Wealth Enhancement Advisory Services’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $93.6M | Sell |
202,331
-26,152
| -11% | -$12.1M | 0.15% | 127 |
|
|
2025
Q1 | $102M | Buy |
228,483
+30,890
| +16% | +$13.8M | 0.2% | 98 |
|
|
2024
Q4 | $96M | Buy |
197,593
+35,416
| +22% | +$17.2M | 0.18% | 114 |
|
|
2024
Q3 | $94.8M | Buy |
162,177
+23,522
| +17% | +$13.8M | 0.2% | 103 |
|
|
2024
Q2 | $64.8M | Buy |
138,655
+6,044
| +5% | +$2.82M | 0.15% | 139 |
|
|
2024
Q1 | $60.3M | Buy |
132,611
+11,970
| +10% | +$5.44M | 0.16% | 139 |
|
|
2023
Q4 | $54.7M | Buy |
120,641
+23,498
| +24% | +$10.7M | 0.16% | 139 |
|
|
2023
Q3 | $39.7M | Buy |
97,143
+79,098
| +438% | +$32.3M | 0.13% | 159 |
|
|
2023
Q2 | $8.31M | Buy |
18,045
+247
| +1% | +$114K | 0.09% | 100 |
|
|
2023
Q1 | $8.41M | Buy |
17,798
+4,439
| +33% | +$2.1M | 0.1% | 100 |
|
|
2022
Q4 | $6.15M | Buy |
+13,359
| New | +$6.15M | 0.08% | 110 |
|
|
2021
Q3 | – | Sell |
-3,416
| Closed | -$1.29M | – | 317 |
|
|
2021
Q2 | $1.29M | Sell |
3,416
-1,204
| -26% | -$455K | 0.02% | 170 |
|
|
2021
Q1 | $1.75M | Buy |
4,620
+98
| +2% | +$37.1K | 0.03% | 146 |
|
|
2020
Q4 | $1.57M | Sell |
4,522
-9,487
| -68% | -$3.29M | 0.04% | 130 |
|
|
2020
Q3 | $5.45M | Buy |
14,009
+9,692
| +225% | +$3.77M | 0.14% | 58 |
|
|
2020
Q2 | $1.7M | Sell |
4,317
-1,621
| -27% | -$639K | 0.05% | 129 |
|
|
2020
Q1 | $2.28M | Buy |
5,938
+720
| +14% | +$277K | 0.08% | 101 |
|
|
2019
Q4 | $2.03M | Sell |
5,218
-4,253
| -45% | -$1.66M | 0.07% | 107 |
|
|
2019
Q3 | $3.61M | Buy |
+9,471
| New | +$3.61M | 0.15% | 68 |
|
|
2018
Q3 | – | Sell |
-7,736
| Closed | -$2.37M | – | 187 |
|
|
2018
Q2 | $2.37M | Buy |
7,736
+4,359
| +129% | +$1.34M | 0.15% | 60 |
|
|
2018
Q1 | $1.16M | Sell |
3,377
-5,356
| -61% | -$1.84M | 0.08% | 94 |
|
|
2017
Q4 | $2.94M | Buy |
+8,733
| New | +$2.94M | 0.21% | 52 |
|
|
2017
Q3 | – | Sell |
-5,104
| Closed | -$1.46M | – | 168 |
|
|
2017
Q2 | $1.46M | Buy |
5,104
+2,029
| +66% | +$582K | 0.14% | 75 |
|
|
2017
Q1 | $823K | Buy |
+3,075
| New | +$823K | 0.09% | 106 |
|
|
2016
Q4 | – | Sell |
-3,852
| Closed | -$911K | – | 162 |
|
|
2016
Q3 | $911K | Buy |
+3,852
| New | +$911K | 0.14% | 92 |
|