WealthPLAN Partners’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 | $2.39M | Sell |
5,158
-1,693
| -25% | -$784K | 0.38% | 83 |
|
|
2025
Q1 | $3.06M | Sell |
6,851
-148
| -2% | -$66.1K | 0.43% | 72 |
|
|
2024
Q4 | $3.4M | Sell |
6,999
-1,139
| -14% | -$553K | 0.48% | 68 |
|
|
2024
Q3 | $4.76M | Sell |
8,138
-2,976
| -27% | -$1.74M | 0.64% | 49 |
|
|
2024
Q2 | $5.19M | Buy |
11,114
+666
| +6% | +$311K | 0.56% | 47 |
|
|
2024
Q1 | $4.75M | Buy |
10,448
+287
| +3% | +$131K | 0.49% | 65 |
|
|
2023
Q4 | $4.61M | Sell |
10,161
-69
| -0.7% | -$31.3K | 0.47% | 67 |
|
|
2023
Q3 | $4.18M | Buy |
10,230
+2,913
| +40% | +$1.19M | 0.49% | 64 |
|
|
2023
Q2 | $3.37M | Sell |
7,317
-5,257
| -42% | -$2.42M | 0.48% | 52 |
|
|
2023
Q1 | $5.94M | Sell |
12,574
-11,416
| -48% | -$5.4M | 0.68% | 46 |
|
|
2022
Q4 | $11.6M | Buy |
+23,990
| New | +$11.6M | 0.81% | 45 |
|
|
2022
Q1 | $12.3M | Sell |
28,363
-1,637
| -5% | -$707K | 0.85% | 41 |
|
|
2021
Q4 | $11.7M | Sell |
30,000
-62
| -0.2% | -$24.1K | 0.77% | 47 |
|
|
2021
Q3 | $10.2M | Sell |
30,062
-65
| -0.2% | -$22K | 0.68% | 52 |
|
|
2021
Q2 | $10.9M | Buy |
30,127
+8,363
| +38% | +$3.04M | 0.77% | 50 |
|
|
2021
Q1 | $8.43M | Buy |
21,764
+15,137
| +228% | +$5.87M | 0.65% | 56 |
|
|
2020
Q4 | $2.23M | Buy |
6,627
+3,761
| +131% | +$1.27M | 0.19% | 91 |
|
|
2020
Q3 | $1.05M | Buy |
2,866
+88
| +3% | +$32.4K | 0.1% | 121 |
|
|
2020
Q2 | $1.08M | Sell |
2,778
-176
| -6% | -$68.6K | 0.11% | 116 |
|
|
2020
Q1 | $1.05M | Buy |
2,954
+1,303
| +79% | +$464K | 0.14% | 102 |
|
|
2019
Q4 | $721K | Buy |
1,651
+714
| +76% | +$312K | 0.09% | 132 |
|
|
2019
Q3 | $363K | Buy |
937
+33
| +4% | +$12.8K | 0.05% | 168 |
|
|
2019
Q2 | $341K | Sell |
904
-1,785
| -66% | -$673K | 0.05% | 170 |
|
|
2019
Q1 | $899K | Buy |
2,689
+112
| +4% | +$37.4K | 0.14% | 114 |
|
|
2018
Q4 | $792K | Buy |
2,577
+120
| +5% | +$36.9K | 0.13% | 116 |
|
|
2018
Q3 | $722K | Buy |
2,457
+415
| +20% | +$122K | 0.13% | 117 |
|
|
2018
Q2 | $603K | Buy |
2,042
+337
| +20% | +$99.5K | 0.12% | 128 |
|
|
2018
Q1 | $576K | Buy |
1,705
+175
| +11% | +$59.1K | 0.13% | 127 |
|
|
2017
Q4 | $491K | Buy |
1,530
+696
| +83% | +$223K | 0.13% | 129 |
|
|
2017
Q3 | $259K | Buy |
+834
| New | +$259K | 0.07% | 157 |
|
|
2017
Q2 | – | Sell |
-76
| Closed | -$20.2K | – | 325 |
|
|
2017
Q1 | $20.2K | Buy |
+76
| New | +$20.2K | 0.07% | 186 |
|
|
2016
Q3 | $88.9K | Sell |
375
-287
| -43% | -$68K | 0.03% | 245 |
|
|
2016
Q2 | $93.1K | Buy |
+662
| New | +$93.1K | 0.01% | 634 |
|
|
2015
Q4 | $48 | Buy |
+224
| New | +$48 | ﹤0.01% | 1660 |
|
|
2015
Q2 | $21K | Buy |
+112
| New | +$21K | 0.01% | 249 |
|