WBC
West Branch Capital’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $500K | Sell |
1,080
-187
| -15% | -$86.6K | 0.15% | 52 |
|
|
2025
Q1 | $566K | Sell |
1,267
-752
| -37% | -$336K | 0.19% | 52 |
|
|
2024
Q4 | $981K | Buy |
2,019
+79
| +4% | +$38.4K | 0.31% | 47 |
|
|
2024
Q3 | $1.13M | Buy |
1,940
+2
| +0.1% | +$1.17K | 0.39% | 41 |
|
|
2024
Q2 | $905K | Sell |
1,938
-27
| -1% | -$12.6K | 0.34% | 40 |
|
|
2024
Q1 | $894K | Sell |
1,965
-5
| -0.3% | -$2.27K | 0.36% | 43 |
|
|
2023
Q4 | $893K | Buy |
1,970
+31
| +2% | +$14K | 0.42% | 42 |
|
|
2023
Q3 | $793K | Sell |
1,939
-25
| -1% | -$10.2K | 0.42% | 43 |
|
|
2023
Q2 | $904K | Hold |
1,964
| – | – | 0.45% | 41 |
|
|
2023
Q1 | $928K | Sell |
1,964
-49
| -2% | -$23.2K | 0.52% | 40 |
|
|
2022
Q4 | $980K | Hold |
2,013
| – | – | 0.61% | 38 |
|
|
2022
Q3 | $778K | Hold |
2,013
| – | – | 0.48% | 44 |
|
|
2022
Q2 | $865K | Buy |
2,013
+50
| +3% | +$21.5K | 0.5% | 44 |
|
|
2022
Q1 | $866K | Sell |
1,963
-49
| -2% | -$21.6K | 0.41% | 47 |
|
|
2021
Q4 | $715K | Sell |
2,012
-153
| -7% | -$54.4K | 0.3% | 51 |
|
|
2021
Q3 | $747K | Sell |
2,165
-19
| -0.9% | -$6.56K | 0.36% | 50 |
|
|
2021
Q2 | $826K | Buy |
2,184
+1
| +0% | +$378 | 0.41% | 50 |
|
|
2021
Q1 | $807K | Sell |
2,183
-181
| -8% | -$66.9K | 0.47% | 47 |
|
|
2020
Q4 | $839K | Sell |
2,364
-1,097
| -32% | -$389K | 0.5% | 45 |
|
|
2020
Q3 | $1.33M | Sell |
3,461
-674
| -16% | -$258K | 0.85% | 36 |
|
|
2020
Q2 | $1.51M | Sell |
4,135
-1,266
| -23% | -$462K | 1.06% | 30 |
|
|
2020
Q1 | $1.83M | Sell |
5,401
-533
| -9% | -$181K | 1.75% | 16 |
|
|
2019
Q4 | $2.31M | Sell |
5,934
-3,223
| -35% | -$1.26M | 1.61% | 18 |
|
|
2019
Q3 | $3.57M | Buy |
9,157
+702
| +8% | +$274K | 2.65% | 10 |
|
|
2019
Q2 | $3.07M | Buy |
8,455
+1,210
| +17% | +$440K | 2.54% | 9 |
|
|
2019
Q1 | $2.18M | Buy |
7,245
+2,528
| +54% | +$759K | 1.95% | 17 |
|
|
2018
Q4 | $1.24M | Sell |
4,717
-4,084
| -46% | -$1.07M | 1.3% | 24 |
|
|
2018
Q3 | $3.05M | Buy |
8,801
+180
| +2% | +$62.3K | 2.26% | 10 |
|
|
2018
Q2 | $2.55M | Buy |
8,621
+212
| +3% | +$62.6K | 2.01% | 14 |
|
|
2018
Q1 | $2.84M | Buy |
+8,409
| New | +$2.84M | 3.12% | 10 |
|