Abacus Wealth Partners’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-525
Closed -$239K 89
2024
Q1
$239K Sell
525
-55
-9% -$25K 0.04% 79
2023
Q4
$263K Hold
580
0.04% 63
2023
Q3
$237K Sell
580
-6
-1% -$2.45K 0.07% 64
2023
Q2
$270K Sell
586
-4
-0.7% -$1.84K 0.08% 68
2023
Q1
$269K Buy
590
+10
+2% +$4.56K 0.09% 70
2022
Q4
$282K Sell
580
-246
-30% -$120K 0.1% 54
2022
Q3
$319K Sell
826
-5
-0.6% -$1.93K 0.17% 49
2022
Q2
$357K Buy
831
+2
+0.2% +$860 0.19% 45
2022
Q1
$366K Buy
829
+1
+0.1% +$442 0.16% 51
2021
Q4
$294K Sell
828
-115
-12% -$40.9K 0.1% 80
2021
Q3
$326K Buy
943
+101
+12% +$34.9K 0.12% 68
2021
Q2
$319K Sell
842
-37
-4% -$14K 0.12% 70
2021
Q1
$325K Buy
+879
New +$325K 0.23% 60