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 |
|