WFG
Wills Financial Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Buy |
21,412
+209
| +1% | +$96.8K | 4.3% | 4 |
|
|
2025
Q1 | $9.47M | Buy |
21,203
+31
| +0.1% | +$13.8K | 4.2% | 4 |
|
|
2024
Q4 | $10.3M | Sell |
21,172
-1,838
| -8% | -$893K | 4.44% | 4 |
|
|
2024
Q3 | $13.5M | Sell |
23,010
-3
| -0% | -$1.75K | 5.64% | 4 |
|
|
2024
Q2 | $10.7M | Buy |
23,013
+178
| +0.8% | +$83.1K | 4.95% | 4 |
|
|
2024
Q1 | $10.4M | Buy |
22,835
+949
| +4% | +$432K | 4.89% | 4 |
|
|
2023
Q4 | $9.92M | Buy |
21,886
+336
| +2% | +$152K | 5.01% | 4 |
|
|
2023
Q3 | $8.81M | Buy |
21,550
+707
| +3% | +$289K | 4.77% | 5 |
|
|
2023
Q2 | $9.6M | Buy |
20,843
+374
| +2% | +$172K | 4.87% | 4 |
|
|
2023
Q1 | $9.68M | Sell |
20,469
-27
| -0.1% | -$12.8K | 5.21% | 4 |
|
|
2022
Q4 | $9.97M | Sell |
20,496
-310
| -1% | -$151K | 5.55% | 4 |
|
|
2022
Q3 | $8.04M | Buy |
20,806
+96
| +0.5% | +$37.1K | 4.46% | 5 |
|
|
2022
Q2 | $8.91M | Buy |
20,710
+33
| +0.2% | +$14.2K | 4.38% | 4 |
|
|
2022
Q1 | $9.13M | Sell |
20,677
-89
| -0.4% | -$39.3K | 3.83% | 5 |
|
|
2021
Q4 | $7.38M | Buy |
20,766
+435
| +2% | +$155K | 2.92% | 12 |
|
|
2021
Q3 | $7.02M | Buy |
20,331
+361
| +2% | +$125K | 3.15% | 11 |
|
|
2021
Q2 | $7.56M | Buy |
19,970
+45
| +0.2% | +$17K | 3.27% | 7 |
|
|
2021
Q1 | $7.36M | Buy |
19,925
+362
| +2% | +$134K | 3.58% | 8 |
|
|
2020
Q4 | $6.94M | Buy |
19,563
+788
| +4% | +$280K | 3.46% | 11 |
|
|
2020
Q3 | $7.2M | Buy |
18,775
+83
| +0.4% | +$31.8K | 4.18% | 8 |
|
|
2020
Q2 | $6.82M | Sell |
18,692
-62
| -0.3% | -$22.6K | 4.24% | 6 |
|
|
2020
Q1 | $6.36M | Buy |
18,754
+2,210
| +13% | +$749K | 4.53% | 6 |
|
|
2019
Q4 | $6.44M | Buy |
16,544
+381
| +2% | +$148K | 3.7% | 8 |
|
|
2019
Q3 | $6.3M | Buy |
16,163
+9
| +0.1% | +$3.51K | 4.04% | 7 |
|
|
2019
Q2 | $5.87M | Buy |
16,154
+205
| +1% | +$74.5K | 3.83% | 9 |
|
|
2019
Q1 | $4.79M | Buy |
15,949
+47
| +0.3% | +$14.1K | 3.25% | 11 |
|
|
2018
Q4 | $4.16M | Buy |
15,902
+618
| +4% | +$162K | 3.2% | 11 |
|
|
2018
Q3 | $5.29M | Buy |
15,284
+77
| +0.5% | +$26.6K | 3.49% | 8 |
|
|
2018
Q2 | $4.49M | Buy |
15,207
+646
| +4% | +$191K | 3.25% | 9 |
|
|
2018
Q1 | $4.92M | Sell |
14,561
-446
| -3% | -$151K | 3.64% | 7 |
|
|
2017
Q4 | $4.82M | Sell |
15,007
-53
| -0.4% | -$17K | 3.36% | 9 |
|
|
2017
Q3 | $4.67M | Sell |
15,060
-25
| -0.2% | -$7.76K | 3.43% | 8 |
|
|
2017
Q2 | $4.19M | Sell |
15,085
-114
| -0.8% | -$31.6K | 3.11% | 9 |
|
|
2017
Q1 | $4.07M | Buy |
15,199
+57
| +0.4% | +$15.3K | 3.11% | 10 |
|
|
2016
Q4 | $3.79M | Buy |
15,142
+1,158
| +8% | +$289K | 3.08% | 10 |
|
|
2016
Q3 | $3.35M | Buy |
13,984
+5,979
| +75% | +$1.43M | 2.93% | 11 |
|
|
2016
Q2 | $1.99M | Sell |
8,005
-23
| -0.3% | -$5.71K | 1.65% | 24 |
|
|
2016
Q1 | $1.78M | Sell |
8,028
-118
| -1% | -$26.1K | 1.53% | 26 |
|
|
2015
Q4 | $1.77M | Sell |
8,146
-36
| -0.4% | -$7.81K | 1.56% | 24 |
|
|
2015
Q3 | $1.7M | Buy |
8,182
+326
| +4% | +$67.6K | 1.57% | 22 |
|
|
2015
Q2 | $1.46M | Buy |
+7,856
| New | +$1.46M | 1.24% | 28 |
|