West Family Investments’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 | $440K | Sell |
950
-214
| -18% | -$99.1K | 0.11% | 182 |
|
|
2025
Q1 | $520K | Hold |
1,164
| – | – | 0.2% | 103 |
|
|
2024
Q4 | $566K | Sell |
1,164
-11
| -0.9% | -$5.35K | 0.2% | 102 |
|
|
2024
Q3 | $687K | Buy |
1,175
+60
| +5% | +$35.1K | 0.23% | 84 |
|
|
2024
Q2 | $521K | Buy |
1,115
+6
| +0.5% | +$2.8K | 0.16% | 104 |
|
|
2024
Q1 | $504K | Buy |
1,109
+402
| +57% | +$183K | 0.16% | 110 |
|
|
2023
Q4 | $320K | Sell |
707
-51
| -7% | -$23.1K | 0.11% | 143 |
|
|
2023
Q3 | $310K | Sell |
758
-164
| -18% | -$67.1K | 0.11% | 153 |
|
|
2023
Q2 | $424K | Buy |
922
+319
| +53% | +$147K | 0.17% | 113 |
|
|
2023
Q1 | $285K | Sell |
603
-13
| -2% | -$6.15K | 0.11% | 137 |
|
|
2022
Q4 | $300K | Buy |
616
+17
| +3% | +$8.27K | 0.1% | 162 |
|
|
2022
Q3 | $231K | Sell |
599
-52
| -8% | -$20.1K | 0.1% | 186 |
|
|
2022
Q2 | $280K | Buy |
651
+52
| +9% | +$22.4K | 0.11% | 173 |
|
|
2022
Q1 | $264K | Hold |
599
| – | – | 0.08% | 215 |
|
|
2021
Q4 | $213K | Buy |
+599
| New | +$213K | 0.06% | 285 |
|
|
2021
Q3 | – | Sell |
-706
| Closed | -$267K | – | 366 |
|
|
2021
Q2 | $267K | Buy |
+706
| New | +$267K | 0.07% | 250 |
|