APP
Avantax Planning Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
12,706
+132
| +1% | +$61.1K | 0.19% | 82 |
|
|
2025
Q1 | $5.62M | Buy |
12,574
+829
| +7% | +$370K | 0.2% | 82 |
|
|
2024
Q4 | $5.71M | Buy |
11,745
+335
| +3% | +$163K | 0.21% | 77 |
|
|
2024
Q3 | $6.67M | Sell |
11,410
-3,189
| -22% | -$1.86M | 0.24% | 72 |
|
|
2024
Q2 | $6.82M | Buy |
14,599
+203
| +1% | +$94.8K | 0.22% | 76 |
|
|
2024
Q1 | $6.55M | Buy |
14,396
+6,778
| +89% | +$3.08M | 0.21% | 76 |
|
|
2023
Q4 | $3.45M | Sell |
7,618
-239
| -3% | -$108K | 0.13% | 83 |
|
|
2023
Q3 | $3.21M | Buy |
7,857
+752
| +11% | +$308K | 0.13% | 79 |
|
|
2023
Q2 | $3.27M | Buy |
7,105
+1
| +0% | +$460 | 0.13% | 81 |
|
|
2023
Q1 | $3.36M | Sell |
7,104
-1,388
| -16% | -$656K | 0.14% | 77 |
|
|
2022
Q4 | $4.13M | Sell |
8,492
-174
| -2% | -$84.7K | 0.16% | 70 |
|
|
2022
Q3 | $3.35M | Sell |
8,666
-1,240
| -13% | -$479K | 0.15% | 73 |
|
|
2022
Q2 | $4.26M | Buy |
9,906
+756
| +8% | +$325K | 0.18% | 65 |
|
|
2022
Q1 | $4.04M | Buy |
9,150
+1,117
| +14% | +$493K | 0.16% | 67 |
|
|
2021
Q4 | $2.86M | Buy |
8,033
+173
| +2% | +$61.5K | 0.12% | 76 |
|
|
2021
Q3 | $2.71M | Sell |
7,860
-613
| -7% | -$212K | 0.13% | 67 |
|
|
2021
Q2 | $3.21M | Buy |
8,473
+2,648
| +45% | +$1M | 0.15% | 60 |
|
|
2021
Q1 | $2.15M | Sell |
5,825
-1,833
| -24% | -$677K | 0.11% | 79 |
|
|
2020
Q4 | $2.72M | Sell |
7,658
-2,444
| -24% | -$867K | 0.14% | 59 |
|
|
2020
Q3 | $3.87M | Buy |
10,102
+692
| +7% | +$265K | 0.2% | 42 |
|
|
2020
Q2 | $3.43M | Buy |
9,410
+1,482
| +19% | +$541K | 0.19% | 46 |
|
|
2020
Q1 | $2.69M | Buy |
7,928
+2,468
| +45% | +$836K | 0.19% | 40 |
|
|
2019
Q4 | $2.13M | Sell |
5,460
-253
| -4% | -$98.5K | 0.13% | 67 |
|
|
2019
Q3 | $2.23M | Buy |
5,713
+148
| +3% | +$57.7K | 0.14% | 61 |
|
|
2019
Q2 | $2.05M | Buy |
5,565
+59
| +1% | +$21.8K | 0.13% | 66 |
|
|
2019
Q1 | $1.65M | Buy |
5,506
+515
| +10% | +$155K | 0.11% | 72 |
|
|
2018
Q4 | $1.31M | Buy |
4,991
+677
| +16% | +$177K | 0.1% | 82 |
|
|
2018
Q3 | $1.49M | Sell |
4,314
-54
| -1% | -$18.7K | 0.12% | 66 |
|
|
2018
Q2 | $1.29M | Buy |
4,368
+364
| +9% | +$108K | 0.12% | 69 |
|
|
2018
Q1 | $1.35M | Buy |
4,004
+141
| +4% | +$47.6K | 0.12% | 78 |
|
|
2017
Q4 | $1.24M | Sell |
3,863
-1,295
| -25% | -$416K | 0.11% | 82 |
|
|
2017
Q3 | $1.6M | Sell |
5,158
-94
| -2% | -$29.2K | 0.13% | 75 |
|
|
2017
Q2 | $1.46M | Buy |
5,252
+1,019
| +24% | +$283K | 0.12% | 82 |
|
|
2017
Q1 | $1.13M | Buy |
4,233
+2,585
| +157% | +$692K | 0.1% | 86 |
|
|
2016
Q4 | $412K | Buy |
+1,648
| New | +$412K | 0.04% | 187 |
|