Andesa Financial Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-458
| Closed | -$223K | – | 134 |
|
|
2022
Q4 | $223K | Sell |
458
-105
| -19% | -$51.1K | 0.12% | 132 |
|
|
2022
Q3 | $219K | Buy |
+563
| New | +$219K | 0.08% | 144 |
|
|
2021
Q1 | – | Sell |
-745
| Closed | -$265K | – | 145 |
|
|
2020
Q4 | $265K | Sell |
745
-343
| -32% | -$122K | 0.17% | 99 |
|
|
2020
Q3 | $417K | Sell |
1,088
-89
| -8% | -$34.1K | 0.17% | 96 |
|
|
2020
Q2 | $428K | Sell |
1,177
-358
| -23% | -$130K | 0.38% | 72 |
|
|
2020
Q1 | $521K | Buy |
1,535
+133
| +9% | +$45.1K | 0.58% | 47 |
|
|
2019
Q4 | $545K | Sell |
1,402
-104
| -7% | -$40.4K | 0.48% | 52 |
|
|
2019
Q3 | $587K | Buy |
1,506
+64
| +4% | +$24.9K | 0.57% | 44 |
|
|
2019
Q2 | $524K | Sell |
1,442
-1,388
| -49% | -$504K | 0.5% | 51 |
|
|
2019
Q1 | $846K | Buy |
2,830
+1,365
| +93% | +$408K | 0.42% | 52 |
|
|
2018
Q4 | $384K | Buy |
+1,465
| New | +$384K | 0.46% | 55 |
|