Williams Jones Wealth 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 | $3.31M | Sell |
7,148
-22
| -0.3% | -$10.2K | 0.04% | 157 |
|
|
2025
Q1 | $3.2M | Sell |
7,170
-845
| -11% | -$377K | 0.04% | 155 |
|
|
2024
Q4 | $3.89M | Buy |
8,015
+268
| +3% | +$130K | 0.05% | 149 |
|
|
2024
Q3 | $4.53M | Buy |
7,747
+25
| +0.3% | +$14.6K | 0.05% | 140 |
|
|
2024
Q2 | $3.61M | Sell |
7,722
-722
| -9% | -$337K | 0.04% | 155 |
|
|
2024
Q1 | $3.84M | Buy |
8,444
+974
| +13% | +$443K | 0.05% | 142 |
|
|
2023
Q4 | $3.39M | Sell |
7,470
-115
| -2% | -$52.1K | 0.05% | 148 |
|
|
2023
Q3 | $3.1M | Sell |
7,585
-225
| -3% | -$92K | 0.05% | 154 |
|
|
2023
Q2 | $3.6M | Sell |
7,810
-734
| -9% | -$338K | 0.05% | 146 |
|
|
2023
Q1 | $4.04M | Sell |
8,544
-4,266
| -33% | -$2.02M | 0.06% | 144 |
|
|
2022
Q4 | $6.23M | Buy |
12,810
+697
| +6% | +$339K | 0.1% | 127 |
|
|
2022
Q3 | $4.68M | Sell |
12,113
-1,047
| -8% | -$404K | 0.08% | 140 |
|
|
2022
Q2 | $5.66M | Buy |
13,160
+6,040
| +85% | +$2.6M | 0.09% | 138 |
|
|
2022
Q1 | $3.14M | Buy |
7,120
+251
| +4% | +$111K | 0.04% | 168 |
|
|
2021
Q4 | $2.44M | Sell |
6,869
-108
| -2% | -$38.4K | 0.03% | 184 |
|
|
2021
Q3 | $2.41M | Sell |
6,977
-346
| -5% | -$119K | 0.03% | 182 |
|
|
2021
Q2 | $2.77M | Buy |
7,323
+194
| +3% | +$73.4K | 0.04% | 177 |
|
|
2021
Q1 | $2.63M | Sell |
7,129
-181
| -2% | -$66.9K | 0.04% | 173 |
|
|
2020
Q4 | $2.6M | Sell |
7,310
-377
| -5% | -$134K | 0.04% | 165 |
|
|
2020
Q3 | $2.95M | Sell |
7,687
-267
| -3% | -$102K | 0.05% | 144 |
|
|
2020
Q2 | $2.9M | Hold |
7,954
| – | – | 0.06% | 139 |
|
|
2020
Q1 | $2.7M | Sell |
7,954
-1,188
| -13% | -$403K | 0.07% | 123 |
|
|
2019
Q4 | $3.56M | Buy |
9,142
+5
| +0.1% | +$1.95K | 0.07% | 137 |
|
|
2019
Q3 | $3.56M | Buy |
+9,137
| New | +$3.56M | 0.07% | 138 |
|