Wealthspire Advisors (New York)’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 | $3.62M | Buy |
7,808
+246
| +3% | +$114K | 0.02% | 192 |
|
|
2025
Q1 | $3.38M | Buy |
7,562
+4,601
| +155% | +$2.06M | 0.02% | 192 |
|
|
2024
Q4 | $1.44M | Sell |
2,961
-96
| -3% | -$46.7K | 0.01% | 299 |
|
|
2024
Q3 | $1.79M | Buy |
3,057
+481
| +19% | +$281K | 0.02% | 276 |
|
|
2024
Q2 | $1.2M | Sell |
2,576
-394
| -13% | -$184K | 0.02% | 285 |
|
|
2024
Q1 | $1.35M | Buy |
2,970
+124
| +4% | +$56.4K | 0.02% | 264 |
|
|
2023
Q4 | $1.29M | Buy |
2,846
+411
| +17% | +$186K | 0.02% | 269 |
|
|
2023
Q3 | $996K | Buy |
2,435
+506
| +26% | +$207K | 0.02% | 278 |
|
|
2023
Q2 | $888K | Buy |
1,929
+10
| +0.5% | +$4.6K | 0.01% | 267 |
|
|
2023
Q1 | $907K | Sell |
1,919
-638
| -25% | -$302K | 0.02% | 261 |
|
|
2022
Q4 | $1.24M | Buy |
2,557
+709
| +38% | +$345K | 0.02% | 218 |
|
|
2022
Q3 | $714K | Buy |
1,848
+90
| +5% | +$34.8K | 0.01% | 282 |
|
|
2022
Q2 | $756K | Buy |
1,758
+265
| +18% | +$114K | 0.02% | 251 |
|
|
2022
Q1 | $659K | Sell |
1,493
-718
| -32% | -$317K | 0.01% | 232 |
|
|
2021
Q4 | $786K | Sell |
2,211
-213
| -9% | -$75.7K | 0.02% | 258 |
|
|
2021
Q3 | $836K | Buy |
2,424
+1,670
| +221% | +$576K | 0.02% | 276 |
|
|
2021
Q2 | $285K | Sell |
754
-3,688
| -83% | -$1.39M | 0.01% | 301 |
|
|
2021
Q1 | $1.64M | Buy |
4,442
+2,142
| +93% | +$791K | 0.04% | 196 |
|
|
2020
Q4 | $816K | Buy |
2,300
+402
| +21% | +$143K | 0.02% | 232 |
|
|
2020
Q3 | $728K | Buy |
1,898
+57
| +3% | +$21.9K | 0.04% | 148 |
|
|
2020
Q2 | $672K | Sell |
1,841
-1,772
| -49% | -$647K | 0.05% | 132 |
|
|
2020
Q1 | $1.23M | Buy |
3,613
+2,749
| +318% | +$932K | 0.05% | 169 |
|
|
2019
Q4 | $336K | Buy |
864
+244
| +39% | +$94.9K | 0.02% | 136 |
|
|
2019
Q3 | $242K | Buy |
+620
| New | +$242K | 0.02% | 138 |
|
|
2019
Q1 | – | Sell |
-154
| Closed | -$40K | – | 473 |
|
|
2018
Q4 | $40K | Buy |
+154
| New | +$40K | ﹤0.01% | 216 |
|