AA
Apriem Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.25M | Sell |
17,802
-7,874
| -31% | -$3.65M | 0.88% | 30 |
|
|
2025
Q1 | $11.5M | Sell |
25,676
-4,498
| -15% | -$2.01M | 1.34% | 19 |
|
|
2024
Q4 | $14.7M | Sell |
30,174
-1,816
| -6% | -$882K | 1.68% | 16 |
|
|
2024
Q3 | $18.7M | Sell |
31,990
-1,388
| -4% | -$811K | 2.18% | 9 |
|
|
2024
Q2 | $15.6M | Sell |
33,378
-1,491
| -4% | -$696K | 1.91% | 10 |
|
|
2024
Q1 | $15.9M | Buy |
34,869
+10,883
| +45% | +$4.95M | 1.99% | 13 |
|
|
2023
Q4 | $10.9M | Sell |
23,986
-1,118
| -4% | -$507K | 1.45% | 22 |
|
|
2023
Q3 | $10.3M | Sell |
25,104
-485
| -2% | -$198K | 1.5% | 23 |
|
|
2023
Q2 | $11.8M | Buy |
25,589
+52
| +0.2% | +$23.9K | 1.77% | 19 |
|
|
2023
Q1 | $12.1M | Sell |
25,537
-2,292
| -8% | -$1.08M | 1.93% | 14 |
|
|
2022
Q4 | $13.5M | Sell |
27,829
-1,068
| -4% | -$520K | 2.35% | 13 |
|
|
2022
Q3 | $11.2M | Sell |
28,897
-867
| -3% | -$335K | 2.01% | 17 |
|
|
2022
Q2 | $12.8M | Sell |
29,764
-1,456
| -5% | -$626K | 2.2% | 16 |
|
|
2022
Q1 | $13.8M | Sell |
31,220
-178
| -0.6% | -$78.6K | 2.02% | 19 |
|
|
2021
Q4 | $11.2M | Sell |
31,398
-16,807
| -35% | -$5.97M | 1.58% | 21 |
|
|
2021
Q3 | $16.6M | Sell |
48,205
-511
| -1% | -$176K | 2.39% | 17 |
|
|
2021
Q2 | $18.4M | Buy |
48,716
+2,127
| +5% | +$805K | 2.75% | 11 |
|
|
2021
Q1 | $17.2M | Buy |
+46,589
| New | +$17.2M | 2.67% | 11 |
|
|
2019
Q1 | – | Sell |
-1,693
| Closed | -$443K | – | 136 |
|
|
2018
Q4 | $443K | Buy |
1,693
+46
| +3% | +$12K | 0.16% | 75 |
|
|
2018
Q3 | $570K | Sell |
1,647
-36
| -2% | -$12.5K | 0.12% | 77 |
|
|
2018
Q2 | $497K | Buy |
+1,683
| New | +$497K | 0.11% | 76 |
|
|
2017
Q2 | – | Sell |
-357
| Closed | -$96K | – | 359 |
|
|
2017
Q1 | $96K | Buy |
357
+29
| +9% | +$7.8K | 0.03% | 176 |
|
|
2016
Q4 | $82K | Buy |
328
+21
| +7% | +$5.25K | 0.02% | 181 |
|
|
2016
Q3 | $74K | Hold |
307
| – | – | 0.02% | 189 |
|
|
2016
Q2 | $76K | Sell |
307
-39
| -11% | -$9.66K | 0.02% | 183 |
|
|
2016
Q1 | $77K | Sell |
346
-12
| -3% | -$2.67K | 0.03% | 156 |
|
|
2015
Q4 | $78K | Buy |
358
+101
| +39% | +$22K | 0.03% | 158 |
|
|
2015
Q3 | $53K | Hold |
257
| – | – | 0.02% | 198 |
|
|
2015
Q2 | $48K | Sell |
257
-180
| -41% | -$33.6K | 0.02% | 223 |
|
|
2015
Q1 | $89K | Buy |
437
+230
| +111% | +$46.8K | 0.03% | 156 |
|
|
2014
Q4 | $40K | Hold |
207
| – | – | 0.01% | 211 |
|
|
2014
Q3 | $38K | Buy |
+207
| New | +$38K | 0.01% | 236 |
|