WCAMG
Woodard & Company Asset Management Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+433
| New | +$201K | 0.04% | 99 |
|
|
2025
Q1 | – | Sell |
-438
| Closed | -$213K | – | 146 |
|
|
2024
Q4 | $213K | Buy |
438
+5
| +1% | +$2.43K | 0.05% | 93 |
|
|
2024
Q3 | $253K | Hold |
433
| – | – | 0.06% | 82 |
|
|
2024
Q2 | $202K | Buy |
+433
| New | +$202K | 0.05% | 86 |
|
|
2023
Q2 | – | Sell |
-456
| Closed | -$216K | – | 103 |
|
|
2023
Q1 | $216K | Hold |
456
| – | – | 0.08% | 76 |
|
|
2022
Q4 | $222K | Sell |
456
-100
| -18% | -$48.6K | 0.08% | 72 |
|
|
2022
Q3 | $215K | Sell |
556
-22
| -4% | -$8.51K | 0.1% | 73 |
|
|
2022
Q2 | $249K | Hold |
578
| – | – | 0.1% | 68 |
|
|
2022
Q1 | $255K | Hold |
578
| – | – | 0.11% | 75 |
|
|
2021
Q4 | $205K | Buy |
+578
| New | +$205K | 0.1% | 82 |
|
|
2021
Q3 | – | Sell |
-578
| Closed | -$219K | – | 105 |
|
|
2021
Q2 | $219K | Hold |
578
| – | – | 0.13% | 73 |
|
|
2021
Q1 | $214K | Hold |
578
| – | – | 0.14% | 78 |
|
|
2020
Q4 | $205K | Hold |
578
| – | – | 0.13% | 70 |
|
|
2020
Q3 | $222K | Hold |
578
| – | – | 0.15% | 58 |
|
|
2020
Q2 | $211K | Buy |
+578
| New | +$211K | 0.14% | 60 |
|
|
2020
Q1 | – | Sell |
-578
| Closed | -$225K | – | 91 |
|
|
2019
Q4 | $225K | Buy |
578
+33
| +6% | +$12.8K | 0.14% | 58 |
|
|
2019
Q3 | $213K | Buy |
+545
| New | +$213K | 0.14% | 58 |
|
|
2018
Q4 | – | Sell |
-1,900
| Closed | -$657K | – | 135 |
|
|
2018
Q3 | $657K | Buy |
1,900
+1,400
| +280% | +$484K | 0.6% | 24 |
|
|
2018
Q2 | $148K | Hold |
500
| – | – | 0.14% | 55 |
|
|
2018
Q1 | $169K | Hold |
500
| – | – | 0.17% | 47 |
|
|
2017
Q4 | $161K | Buy |
+500
| New | +$161K | 0.14% | 55 |
|