WAS
Winch Advisory Services’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $637K | Buy |
1,375
+15
| +1% | +$6.95K | 0.16% | 61 |
|
|
2025
Q1 | $607K | Buy |
1,360
+741
| +120% | +$331K | 0.16% | 59 |
|
|
2024
Q4 | $301K | Buy |
619
+93
| +18% | +$45.2K | 0.08% | 77 |
|
|
2024
Q3 | $307K | Buy |
526
+3
| +0.6% | +$1.75K | 0.09% | 75 |
|
|
2024
Q2 | $244K | Buy |
523
+42
| +9% | +$19.6K | 0.07% | 80 |
|
|
2024
Q1 | $219K | Hold |
481
| – | – | 0.07% | 78 |
|
|
2023
Q4 | $218K | Buy |
481
+110
| +30% | +$49.9K | 0.07% | 76 |
|
|
2023
Q3 | $152K | Buy |
371
+2
| +0.5% | +$819 | 0.06% | 85 |
|
|
2023
Q2 | $170K | Buy |
369
+13
| +4% | +$5.99K | 0.06% | 81 |
|
|
2023
Q1 | $168K | Buy |
356
+28
| +9% | +$13.2K | 0.07% | 81 |
|
|
2022
Q4 | $160K | Buy |
328
+212
| +183% | +$103K | 0.07% | 83 |
|
|
2022
Q3 | $45K | Buy |
116
+1
| +0.9% | +$388 | 0.02% | 118 |
|
|
2022
Q2 | $50K | Buy |
115
+16
| +16% | +$6.96K | 0.02% | 121 |
|
|
2022
Q1 | $44K | Sell |
99
-1
| -1% | -$444 | 0.02% | 138 |
|
|
2021
Q4 | $35K | Buy |
100
+1
| +1% | +$350 | 0.01% | 156 |
|
|
2021
Q3 | $34K | Hold |
99
| – | – | 0.01% | 158 |
|
|
2021
Q2 | $38K | Hold |
99
| – | – | 0.01% | 145 |
|
|
2021
Q1 | $37K | Sell |
99
-40
| -29% | -$14.9K | 0.01% | 133 |
|
|
2020
Q4 | $49K | Hold |
139
| – | – | 0.02% | 101 |
|
|
2020
Q3 | $53K | Hold |
139
| – | – | 0.02% | 90 |
|
|
2020
Q2 | $51K | Buy |
139
+1
| +0.7% | +$367 | 0.02% | 91 |
|
|
2020
Q1 | $47K | Hold |
138
| – | – | 0.02% | 89 |
|
|
2019
Q4 | $54K | Hold |
138
| – | – | 0.03% | 108 |
|
|
2019
Q3 | $54K | Hold |
138
| – | – | 0.03% | 102 |
|
|
2019
Q2 | $50K | Sell |
138
-4
| -3% | -$1.45K | 0.03% | 110 |
|
|
2019
Q1 | $43K | Sell |
142
-22
| -13% | -$6.66K | 0.02% | 123 |
|
|
2018
Q4 | $43K | Buy |
164
+32
| +24% | +$8.39K | 0.02% | 106 |
|
|
2018
Q3 | $46K | Sell |
132
-22
| -14% | -$7.67K | 0.02% | 108 |
|
|
2018
Q2 | $46K | Buy |
154
+19
| +14% | +$5.68K | 0.02% | 117 |
|
|
2018
Q1 | $46K | Hold |
135
| – | – | 0.03% | 122 |
|
|
2017
Q4 | $43K | Hold |
135
| – | – | 0.03% | 110 |
|
|
2017
Q3 | $42K | Hold |
135
| – | – | 0.03% | 104 |
|
|
2017
Q2 | $38K | Hold |
135
| – | – | 0.02% | 129 |
|
|
2017
Q1 | $36K | Hold |
135
| – | – | 0.02% | 120 |
|
|
2016
Q4 | $34K | Sell |
135
-11,340
| -99% | -$2.86M | 0.02% | 108 |
|
|
2016
Q3 | $2.75M | Buy |
11,475
+6,177
| +117% | +$1.48M | 2.24% | 13 |
|
|
2016
Q2 | $1.32M | Buy |
5,298
+66
| +1% | +$16.4K | 1.59% | 18 |
|
|
2016
Q1 | $1.16M | Buy |
5,232
+4,687
| +860% | +$1.04M | 1.87% | 14 |
|
|
2015
Q4 | $118K | Buy |
545
+410
| +304% | +$88.8K | 0.13% | 35 |
|
|
2015
Q3 | $28K | Buy |
135
+73
| +118% | +$15.1K | 0.04% | 68 |
|
|
2015
Q2 | $11K | Buy |
62
+1
| +2% | +$177 | 0.01% | 176 |
|
|
2015
Q1 | $12K | Buy |
+61
| New | +$12K | 0.01% | 139 |
|
|
2014
Q4 | – | Sell |
-60
| Closed | -$11K | – | 117 |
|
|
2014
Q3 | $11K | Buy |
+60
| New | +$11K | 0.01% | 126 |
|