Williams Financial’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,084
| Closed | -$948K | – | 20 |
|
|
2024
Q1 | $948K | Hold |
2,084
| – | – | 0.63% | 9 |
|
|
2023
Q4 | $945K | Hold |
2,084
| – | – | 0.69% | 21 |
|
|
2023
Q3 | $852K | Buy |
2,084
+45
| +2% | +$18.4K | 0.65% | 21 |
|
|
2023
Q2 | $939K | Hold |
2,039
| – | – | 0.7% | 18 |
|
|
2023
Q1 | $964K | Hold |
2,039
| – | – | 0.75% | 18 |
|
|
2022
Q4 | $992K | Hold |
2,039
| – | – | 0.86% | 19 |
|
|
2022
Q3 | $788K | Sell |
2,039
-100
| -5% | -$38.6K | 0.67% | 19 |
|
|
2022
Q2 | $920K | Buy |
2,139
+100
| +5% | +$43K | 0.75% | 15 |
|
|
2022
Q1 | $900K | Hold |
2,039
| – | – | 0.68% | 20 |
|
|
2021
Q4 | $725K | Buy |
+2,039
| New | +$725K | 0.55% | 24 |
|