Westside Investment Management’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 | $691K | Buy |
1,489
+26
| +2% | +$12.1K | 0.13% | 143 |
|
|
2025
Q1 | $654K | Hold |
1,463
| – | – | 0.14% | 138 |
|
|
2024
Q4 | $711K | Sell |
1,463
-12
| -0.8% | -$5.83K | 0.15% | 131 |
|
|
2024
Q3 | $851K | Sell |
1,475
-20
| -1% | -$11.5K | 0.18% | 123 |
|
|
2024
Q2 | $698K | Hold |
1,495
| – | – | 0.16% | 129 |
|
|
2024
Q1 | $679K | Buy |
1,495
+220
| +17% | +$100K | 0.16% | 129 |
|
|
2023
Q4 | $578K | Hold |
1,275
| – | – | 0.15% | 133 |
|
|
2023
Q3 | $521K | Sell |
1,275
-13
| -1% | -$5.32K | 0.15% | 135 |
|
|
2023
Q2 | $593K | Hold |
1,288
| – | – | 0.17% | 125 |
|
|
2023
Q1 | $609K | Hold |
1,288
| – | – | 0.18% | 118 |
|
|
2022
Q4 | $48.3K | Hold |
1,288
| – | – | 0.12% | 127 |
|
|
2022
Q3 | $39.1K | Hold |
1,288
| – | – | 0.09% | 140 |
|
|
2022
Q2 | $45.1K | Buy |
1,288
+13
| +1% | +$455 | 0.1% | 133 |
|
|
2022
Q1 | $45.1K | Buy |
1,275
+8
| +0.6% | +$283 | 0.1% | 133 |
|
|
2021
Q4 | $35.2K | Hold |
1,267
| – | – | 0.08% | 138 |
|
|
2021
Q3 | $35.2K | Buy |
1,267
+42
| +3% | +$1.17K | 0.08% | 138 |
|
|
2021
Q2 | $38.3K | Buy |
1,225
+93
| +8% | +$2.91K | 0.09% | 134 |
|
|
2021
Q1 | $418 | Buy |
1,132
+35
| +3% | +$13 | ﹤0.01% | 263 |
|
|
2020
Q4 | $389 | Sell |
1,097
-10
| -0.9% | -$4 | ﹤0.01% | 223 |
|
|
2020
Q3 | $424 | Hold |
1,107
| – | – | ﹤0.01% | 230 |
|
|
2020
Q2 | $403 | Hold |
1,107
| – | – | ﹤0.01% | 208 |
|
|
2020
Q1 | $375 | Buy |
+1,107
| New | +$375 | ﹤0.01% | 211 |
|
|
2019
Q2 | $380 | Buy |
+1,046
| New | +$380 | ﹤0.01% | 157 |
|
|
2018
Q4 | $274K | Sell |
1,046
-102
| -9% | -$26.7K | 0.1% | 128 |
|
|
2018
Q3 | $399K | Buy |
1,148
+48
| +4% | +$16.7K | 0.13% | 101 |
|
|
2018
Q2 | $329K | Sell |
1,100
-3
| -0.3% | -$897 | 0.12% | 120 |
|
|
2018
Q1 | $367K | Buy |
1,103
+50
| +5% | +$16.7K | 0.2% | 107 |
|
|
2017
Q4 | $346K | Buy |
1,053
+13
| +1% | +$4.27K | 0.19% | 114 |
|
|
2017
Q3 | $330K | Hold |
1,040
| – | – | 0.2% | 104 |
|
|
2017
Q2 | $297K | Hold |
1,040
| – | – | 0.19% | 101 |
|
|
2017
Q1 | $278K | Buy |
1,040
+950
| +1,056% | +$254K | 0.13% | 107 |
|
|
2016
Q4 | $23K | Buy |
+90
| New | +$23K | 0.02% | 261 |
|