WESPAC Advisors SoCal’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 | $1.88M | Buy |
4,057
+252
| +7% | +$117K | 0.42% | 56 |
|
|
2025
Q1 | $1.7M | Buy |
3,805
+98
| +3% | +$43.8K | 0.44% | 53 |
|
|
2024
Q4 | $1.8M | Sell |
3,707
-49
| -1% | -$23.8K | 0.41% | 55 |
|
|
2024
Q3 | $2.2M | Buy |
3,756
+107
| +3% | +$62.5K | 0.51% | 46 |
|
|
2024
Q2 | $1.7M | Sell |
3,649
-101
| -3% | -$47.2K | 0.43% | 47 |
|
|
2024
Q1 | $1.71M | Sell |
3,750
-695
| -16% | -$316K | 0.45% | 46 |
|
|
2023
Q4 | $2.01M | Buy |
4,445
+36
| +0.8% | +$16.3K | 0.59% | 43 |
|
|
2023
Q3 | $1.8M | Buy |
4,409
+5
| +0.1% | +$2.05K | 0.61% | 42 |
|
|
2023
Q2 | $2.03M | Sell |
4,404
-127
| -3% | -$58.5K | 0.69% | 40 |
|
|
2023
Q1 | $2.14M | Buy |
4,531
+150
| +3% | +$70.9K | 0.74% | 40 |
|
|
2022
Q4 | $2.13M | Hold |
4,381
| – | – | 0.79% | 38 |
|
|
2022
Q3 | $2.13M | Buy |
4,381
+1,313
| +43% | +$639K | 0.89% | 33 |
|
|
2022
Q2 | $1.32M | Sell |
3,068
-125
| -4% | -$53.7K | 0.5% | 40 |
|
|
2022
Q1 | $1.41M | Sell |
3,193
-22
| -0.7% | -$9.71K | 0.43% | 44 |
|
|
2021
Q4 | $1.24M | Sell |
3,215
-40
| -1% | -$15.5K | 0.38% | 44 |
|
|
2021
Q3 | $1.13M | Sell |
3,255
-19,602
| -86% | -$6.82M | 0.37% | 49 |
|
|
2021
Q2 | $8.65M | Sell |
22,857
-813
| -3% | -$308K | 2.87% | 12 |
|
|
2021
Q1 | $8.75M | Buy |
23,670
+4,902
| +26% | +$1.81M | 3.43% | 10 |
|
|
2020
Q4 | $6.66M | Buy |
18,768
+1,636
| +10% | +$581K | 2.64% | 16 |
|
|
2020
Q3 | $6.61M | Sell |
17,132
-690
| -4% | -$266K | 3.15% | 13 |
|
|
2020
Q2 | $6.22M | Buy |
17,822
+677
| +4% | +$236K | 2.88% | 13 |
|
|
2020
Q1 | $6.88M | Buy |
17,145
+13,985
| +443% | +$5.62M | 3.81% | 8 |
|
|
2019
Q4 | $1.23M | Sell |
3,160
-198
| -6% | -$77.1K | 0.58% | 34 |
|
|
2019
Q3 | $1.31M | Sell |
3,358
-290
| -8% | -$113K | 0.65% | 32 |
|
|
2019
Q2 | $1.33M | Sell |
3,648
-105
| -3% | -$38.2K | 0.71% | 30 |
|
|
2019
Q1 | $1.13M | Sell |
3,753
-115
| -3% | -$34.5K | 0.62% | 30 |
|
|
2018
Q4 | $1.01M | Sell |
3,868
-34
| -0.9% | -$8.9K | 0.64% | 33 |
|
|
2018
Q3 | $1.35M | Buy |
3,902
+345
| +10% | +$119K | 0.68% | 34 |
|
|
2018
Q2 | $1.05M | Sell |
3,557
-90
| -2% | -$26.6K | 0.6% | 36 |
|
|
2018
Q1 | $1.23M | Buy |
3,647
+240
| +7% | +$81.1K | 0.71% | 34 |
|
|
2017
Q4 | $1.09M | Buy |
3,407
+1,287
| +61% | +$413K | 0.62% | 36 |
|
|
2017
Q3 | $657K | Sell |
2,120
-75
| -3% | -$23.2K | 0.39% | 40 |
|
|
2017
Q2 | $609K | Buy |
2,195
+25
| +1% | +$6.94K | 0.39% | 41 |
|
|
2017
Q1 | $581K | Sell |
2,170
-100
| -4% | -$26.8K | 0.36% | 44 |
|
|
2016
Q4 | $567K | Sell |
2,270
-60
| -3% | -$15K | 0.37% | 45 |
|
|
2016
Q3 | $559K | Buy |
2,330
+150
| +7% | +$36K | 0.38% | 47 |
|
|
2016
Q2 | $541K | Sell |
2,180
-100
| -4% | -$24.8K | 0.35% | 47 |
|
|
2016
Q1 | $505K | Buy |
2,280
+50
| +2% | +$11.1K | 0.37% | 45 |
|
|
2015
Q4 | $484K | Buy |
+2,230
| New | +$484K | 0.32% | 52 |
|