Wealth Management Associates’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 | $307K | Buy |
663
+33
| +5% | +$15.3K | 0.12% | 156 |
|
|
2025
Q1 | $281K | Sell |
630
-466
| -43% | -$208K | 0.12% | 166 |
|
|
2024
Q4 | $533K | Sell |
1,096
-156
| -12% | -$75.8K | 0.23% | 84 |
|
|
2024
Q3 | $732K | Sell |
1,252
-10
| -0.8% | -$5.85K | 0.32% | 65 |
|
|
2024
Q2 | $589K | Hold |
1,262
| – | – | 0.28% | 72 |
|
|
2024
Q1 | $589K | Sell |
1,262
-230
| -15% | -$107K | 0.28% | 72 |
|
|
2023
Q4 | $676K | Sell |
1,492
-291
| -16% | -$132K | 0.36% | 65 |
|
|
2023
Q3 | $729K | Buy |
1,783
+7
| +0.4% | +$2.86K | 0.43% | 60 |
|
|
2023
Q2 | $818K | Sell |
1,776
-14
| -0.8% | -$6.45K | 0.46% | 49 |
|
|
2023
Q1 | $846K | Buy |
1,790
+37
| +2% | +$17.5K | 0.52% | 46 |
|
|
2022
Q4 | $853K | Buy |
1,753
+373
| +27% | +$182K | 0.57% | 43 |
|
|
2022
Q3 | $533K | Sell |
1,380
-10
| -0.7% | -$3.86K | 0.38% | 68 |
|
|
2022
Q2 | $598K | Buy |
1,390
+51
| +4% | +$21.9K | 0.41% | 57 |
|
|
2022
Q1 | $591K | Buy |
1,339
+95
| +8% | +$41.9K | 0.34% | 73 |
|
|
2021
Q4 | $442K | Buy |
1,244
+310
| +33% | +$110K | 0.24% | 111 |
|
|
2021
Q3 | $322K | Buy |
934
+92
| +11% | +$31.7K | 0.19% | 131 |
|
|
2021
Q2 | $319K | Buy |
842
+162
| +24% | +$61.3K | 0.18% | 136 |
|
|
2021
Q1 | $251K | Buy |
680
+62
| +10% | +$22.9K | 0.16% | 148 |
|
|
2020
Q4 | $219K | Buy |
618
+24
| +4% | +$8.52K | 0.14% | 165 |
|
|
2020
Q3 | $228K | Buy |
594
+6
| +1% | +$2.3K | 0.18% | 139 |
|
|
2020
Q2 | $215K | Buy |
+588
| New | +$215K | 0.18% | 131 |
|
|
2020
Q1 | – | Sell |
-553
| Closed | -$215K | – | 138 |
|
|
2019
Q4 | $215K | Hold |
553
| – | – | 0.15% | 141 |
|
|
2019
Q3 | $216K | Buy |
+553
| New | +$216K | 0.17% | 134 |
|