AO
Advisor OS’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
3,325
+374
| +13% | +$173K | 0.15% | 95 |
|
|
2025
Q1 | $1.32M | Buy |
2,951
+38
| +1% | +$17K | 0.15% | 95 |
|
|
2024
Q4 | $1.42M | Buy |
2,913
+396
| +16% | +$192K | 0.16% | 92 |
|
|
2024
Q3 | $1.47M | Buy |
2,517
+28
| +1% | +$16.4K | 0.15% | 112 |
|
|
2024
Q2 | $1.16M | Buy |
2,489
+379
| +18% | +$177K | 0.13% | 134 |
|
|
2024
Q1 | $960K | Buy |
2,110
+860
| +69% | +$391K | 0.11% | 169 |
|
|
2023
Q4 | $566K | Buy |
1,250
+296
| +31% | +$134K | 0.07% | 205 |
|
|
2023
Q3 | $390K | Sell |
954
-1,707
| -64% | -$698K | 0.06% | 203 |
|
|
2023
Q2 | $1.22M | Sell |
2,661
-1,379
| -34% | -$635K | 0.2% | 98 |
|
|
2023
Q1 | $1.91M | Sell |
4,040
-64
| -2% | -$30.3K | 0.46% | 52 |
|
|
2022
Q4 | $2M | Buy |
4,104
+980
| +31% | +$477K | 0.53% | 43 |
|
|
2022
Q3 | $1.21M | Buy |
3,124
+79
| +3% | +$30.5K | 0.36% | 56 |
|
|
2022
Q2 | $1.31M | Buy |
3,045
+1,103
| +57% | +$475K | 0.38% | 54 |
|
|
2022
Q1 | $858K | Buy |
1,942
+401
| +26% | +$177K | 0.25% | 97 |
|
|
2021
Q4 | $546K | Buy |
1,541
+174
| +13% | +$61.7K | 0.11% | 158 |
|
|
2021
Q3 | $471K | Buy |
1,367
+191
| +16% | +$65.8K | 0.1% | 156 |
|
|
2021
Q2 | $446K | Buy |
1,176
+552
| +88% | +$209K | 0.09% | 147 |
|
|
2021
Q1 | $230K | Sell |
624
-176
| -22% | -$64.9K | 0.05% | 184 |
|
|
2020
Q4 | $284K | Sell |
800
-72
| -8% | -$25.6K | 0.08% | 113 |
|
|
2020
Q3 | $334K | Sell |
872
-252
| -22% | -$96.5K | 0.14% | 74 |
|
|
2020
Q2 | $410K | Buy |
+1,124
| New | +$410K | 0.24% | 85 |
|