AAM
Autus Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $215K | Buy |
+442
| New | +$215K | 0.04% | 143 |
|
|
2022
Q1 | – | Sell |
-831
| Closed | -$296K | – | 173 |
|
|
2021
Q4 | $296K | Sell |
831
-28
| -3% | -$9.97K | 0.03% | 152 |
|
|
2021
Q3 | $296K | Buy |
859
+150
| +21% | +$51.7K | 0.03% | 144 |
|
|
2021
Q2 | $268K | Hold |
709
| – | – | 0.03% | 150 |
|
|
2021
Q1 | $262K | Buy |
709
+50
| +8% | +$18.5K | 0.03% | 150 |
|
|
2020
Q4 | $234K | Sell |
659
-343
| -34% | -$122K | 0.03% | 145 |
|
|
2020
Q3 | $384K | Sell |
1,002
-65
| -6% | -$24.9K | 0.05% | 122 |
|
|
2020
Q2 | $390K | Buy |
1,067
+468
| +78% | +$171K | 0.06% | 119 |
|
|
2020
Q1 | $203K | Sell |
599
-89
| -13% | -$30.2K | 0.04% | 135 |
|
|
2019
Q4 | $268K | Sell |
688
-34
| -5% | -$13.2K | 0.04% | 139 |
|
|
2019
Q3 | $282K | Buy |
722
+94
| +15% | +$36.7K | 0.04% | 137 |
|
|
2019
Q2 | $229K | Buy |
+628
| New | +$229K | 0.04% | 145 |
|
|
2018
Q4 | – | Sell |
-656
| Closed | -$227K | – | 150 |
|
|
2018
Q3 | $227K | Buy |
+656
| New | +$227K | 0.04% | 145 |
|