Westshore Wealth’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-415
| Closed | -$202K | – | 99 |
|
|
2024
Q4 | $202K | Sell |
415
-9
| -2% | -$4.37K | 0.08% | 92 |
|
|
2024
Q3 | $248K | Sell |
424
-12
| -3% | -$7.02K | 0.1% | 78 |
|
|
2024
Q2 | $203K | Buy |
+436
| New | +$203K | 0.08% | 91 |
|
|
2024
Q1 | – | Sell |
-442
| Closed | -$200K | – | 104 |
|
|
2023
Q4 | $200K | Buy |
+442
| New | +$200K | 0.09% | 93 |
|
|
2023
Q3 | – | Sell |
-441
| Closed | -$203K | – | 104 |
|
|
2023
Q2 | $203K | Sell |
441
-22
| -5% | -$10.1K | 0.1% | 106 |
|
|
2023
Q1 | $219K | Buy |
463
+8
| +2% | +$3.78K | 0.11% | 98 |
|
|
2022
Q4 | $221K | Buy |
+455
| New | +$221K | 0.13% | 96 |
|
|
2021
Q3 | – | Sell |
-1,185
| Closed | -$448K | – | 113 |
|
|
2021
Q2 | $448K | Sell |
1,185
-3
| -0.3% | -$1.13K | 0.23% | 74 |
|
|
2021
Q1 | $439K | Buy |
+1,188
| New | +$439K | 0.25% | 71 |
|