WealthShield 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 | $1.41M | Sell |
3,045
-82
| -3% | -$38K | 0.17% | 141 |
|
|
2025
Q1 | $1.4M | Sell |
3,127
-3,095
| -50% | -$1.38M | 0.18% | 132 |
|
|
2024
Q4 | $3.02M | Sell |
6,222
-206
| -3% | -$100K | 0.43% | 62 |
|
|
2024
Q3 | $3.76M | Buy |
6,428
+297
| +5% | +$174K | 0.51% | 54 |
|
|
2024
Q2 | $2.86M | Buy |
6,131
+743
| +14% | +$347K | 0.44% | 66 |
|
|
2024
Q1 | $2.47M | Buy |
5,388
+1,942
| +56% | +$889K | 0.4% | 74 |
|
|
2023
Q4 | $1.56M | Buy |
+3,446
| New | +$1.56M | 0.26% | 111 |
|
|
2021
Q3 | – | Sell |
-668
| Closed | -$253K | – | 515 |
|
|
2021
Q2 | $253K | Buy |
668
+133
| +25% | +$50.4K | 0.04% | 227 |
|
|
2021
Q1 | $198K | Buy |
+535
| New | +$198K | 0.04% | 257 |
|
|
2020
Q4 | – | Sell |
-655
| Closed | -$251K | – | 358 |
|
|
2020
Q3 | $251K | Buy |
655
+94
| +17% | +$36K | 0.09% | 214 |
|
|
2020
Q2 | $205K | Buy |
+561
| New | +$205K | 0.09% | 198 |
|