WealthBridge Capital Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-441
| Closed | -$258K | – | 206 |
|
|
2024
Q3 | $258K | Buy |
+441
| New | +$258K | 0.07% | 172 |
|
|
2024
Q2 | – | Sell |
-474
| Closed | -$216K | – | 192 |
|
|
2024
Q1 | $216K | Buy |
474
+1
| +0.2% | +$455 | 0.07% | 179 |
|
|
2023
Q4 | $214K | Buy |
+473
| New | +$214K | 0.08% | 168 |
|
|
2023
Q3 | – | Sell |
-468
| Closed | -$215K | – | 189 |
|
|
2023
Q2 | $215K | Sell |
468
-4
| -0.8% | -$1.84K | 0.09% | 170 |
|
|
2023
Q1 | $223K | Sell |
472
-24
| -5% | -$11.3K | 0.09% | 175 |
|
|
2022
Q4 | $241K | Buy |
496
+10
| +2% | +$4.87K | 0.1% | 168 |
|
|
2022
Q3 | $209K | Hold |
486
| – | – | 0.09% | 185 |
|
|
2022
Q2 | $209K | Sell |
486
-5
| -1% | -$2.15K | 0.09% | 185 |
|
|
2022
Q1 | $217K | Buy |
+491
| New | +$217K | 0.08% | 173 |
|
|
2021
Q1 | – | Sell |
-617
| Closed | -$219K | – | 160 |
|
|
2020
Q4 | $219K | Sell |
617
-17
| -3% | -$6.03K | 0.1% | 132 |
|
|
2020
Q3 | $243K | Hold |
634
| – | – | 0.12% | 110 |
|
|
2020
Q2 | $231K | Sell |
634
-2
| -0.3% | -$729 | 0.13% | 109 |
|
|
2020
Q1 | $216K | Buy |
636
+60
| +10% | +$20.4K | 0.15% | 105 |
|
|
2019
Q4 | $224K | Buy |
576
+42
| +8% | +$16.3K | 0.15% | 110 |
|
|
2019
Q3 | $208K | Buy |
+534
| New | +$208K | 0.15% | 106 |
|
|
2019
Q2 | – | Sell |
-476
| Closed | -$162K | – | 539 |
|
|
2019
Q1 | $162K | Buy |
476
+25
| +6% | +$8.51K | 0.1% | 128 |
|
|
2018
Q4 | $118K | Buy |
+451
| New | +$118K | 0.09% | 150 |
|