World Investment Advisors’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 | $4.35M | Buy |
9,396
+786
| +9% | +$364K | 0.1% | 233 |
|
|
2025
Q1 | $3.85M | Buy |
8,610
+29
| +0.3% | +$13K | 0.1% | 240 |
|
|
2024
Q4 | $4.17M | Buy |
8,581
+2,113
| +33% | +$1.03M | 0.11% | 200 |
|
|
2024
Q3 | $3.78M | Buy |
6,468
+2,297
| +55% | +$1.34M | 0.12% | 195 |
|
|
2024
Q2 | $1.95M | Buy |
+4,171
| New | +$1.95M | 0.12% | 169 |
|
|
2024
Q1 | – | Sell |
-1,000
| Closed | -$453K | – | 439 |
|
|
2023
Q4 | $453K | Buy |
1,000
+502
| +101% | +$228K | 0.06% | 238 |
|
|
2023
Q3 | $204K | Sell |
498
-50
| -9% | -$20.4K | 0.04% | 249 |
|
|
2023
Q2 | $252K | Sell |
548
-32
| -6% | -$14.7K | 0.05% | 219 |
|
|
2023
Q1 | $274K | Sell |
580
-149
| -20% | -$70.4K | 0.06% | 191 |
|
|
2022
Q4 | $355K | Sell |
729
-297
| -29% | -$144K | 0.08% | 159 |
|
|
2022
Q3 | $396K | Sell |
1,026
-233
| -19% | -$89.9K | 0.09% | 155 |
|
|
2022
Q2 | $540K | Buy |
1,259
+21
| +2% | +$9.01K | 0.11% | 137 |
|
|
2022
Q1 | $546K | Buy |
1,238
+344
| +38% | +$152K | 0.11% | 135 |
|
|
2021
Q4 | $344K | Sell |
894
-97
| -10% | -$37.3K | 0.07% | 183 |
|
|
2021
Q3 | $342K | Sell |
991
-78
| -7% | -$26.9K | 0.08% | 172 |
|
|
2021
Q2 | $405K | Buy |
1,069
+24
| +2% | +$9.09K | 0.09% | 149 |
|
|
2021
Q1 | $405K | Sell |
1,045
-10
| -0.9% | -$3.88K | 0.1% | 140 |
|
|
2020
Q4 | $356K | Buy |
1,055
+175
| +20% | +$59.1K | 0.09% | 148 |
|
|
2020
Q3 | $337K | Sell |
880
-25
| -3% | -$9.57K | 0.12% | 112 |
|
|
2020
Q2 | $355K | Buy |
905
+191
| +27% | +$74.9K | 0.12% | 107 |
|
|
2020
Q1 | $242K | Buy |
714
+28
| +4% | +$9.49K | 0.11% | 107 |
|
|
2019
Q4 | $267K | Sell |
686
-56
| -8% | -$21.8K | 0.1% | 119 |
|
|
2019
Q3 | $289K | Sell |
742
-134
| -15% | -$52.2K | 0.12% | 104 |
|
|
2019
Q2 | $317K | Sell |
876
-9
| -1% | -$3.26K | 0.14% | 88 |
|
|
2019
Q1 | $266K | Buy |
885
+7
| +0.8% | +$2.1K | 0.12% | 96 |
|
|
2018
Q4 | $262K | Buy |
+878
| New | +$262K | 0.12% | 118 |
|