Avitas Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.58M | Buy |
5,309
+24
| +0.5% | +$11.7K | 0.36% | 73 |
|
|
2024
Q3 | $3.09M | Buy |
5,285
+51
| +1% | +$29.8K | 0.43% | 61 |
|
|
2024
Q2 | $2.44M | Sell |
5,234
-16
| -0.3% | -$7.47K | 0.36% | 72 |
|
|
2024
Q1 | $2.39M | Buy |
5,250
+42
| +0.8% | +$19.1K | 0.36% | 72 |
|
|
2023
Q4 | $2.36M | Buy |
5,208
+122
| +2% | +$55.3K | 0.39% | 70 |
|
|
2023
Q3 | $2.08M | Sell |
5,086
-1,058
| -17% | -$433K | 0.4% | 74 |
|
|
2023
Q2 | $2.83M | Buy |
6,144
+75
| +1% | +$34.5K | 0.51% | 51 |
|
|
2023
Q1 | $2.87M | Buy |
6,069
+8
| +0.1% | +$3.78K | 0.56% | 48 |
|
|
2022
Q4 | $2.95M | Buy |
6,061
+1,421
| +31% | +$691K | 0.62% | 47 |
|
|
2022
Q3 | $1.79M | Buy |
+4,640
| New | +$1.79M | 0.41% | 74 |
|
|
2021
Q1 | – | Sell |
-1,893
| Closed | -$672K | – | 217 |
|
|
2020
Q4 | $672K | Buy |
1,893
+61
| +3% | +$21.7K | 0.14% | 172 |
|
|
2020
Q3 | $702K | Buy |
1,832
+82
| +5% | +$31.4K | 0.2% | 127 |
|
|
2020
Q2 | $639K | Sell |
1,750
-16
| -0.9% | -$5.84K | 0.21% | 123 |
|
|
2020
Q1 | $599K | Sell |
1,766
-1,934
| -52% | -$656K | 0.27% | 92 |
|
|
2019
Q4 | $1.44M | Sell |
3,700
-3
| -0.1% | -$1.17K | 0.37% | 96 |
|
|
2019
Q3 | $1.44M | Buy |
3,703
+22
| +0.6% | +$8.58K | 0.4% | 93 |
|
|
2019
Q2 | $1.34M | Sell |
3,681
-106
| -3% | -$38.5K | 0.37% | 97 |
|
|
2019
Q1 | $1.14M | Sell |
3,787
-258
| -6% | -$77.5K | 0.33% | 97 |
|
|
2018
Q4 | $1.06M | Buy |
4,045
+597
| +17% | +$156K | 0.35% | 99 |
|
|
2018
Q3 | $1.19M | Buy |
3,448
+297
| +9% | +$103K | 0.34% | 102 |
|
|
2018
Q2 | $931K | Buy |
+3,151
| New | +$931K | 0.29% | 109 |
|