Avity Investment Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-468
| Closed | -$227K | – | 106 |
|
|
2024
Q4 | $227K | Hold |
468
| – | – | 0.02% | 102 |
|
|
2024
Q3 | $274K | Sell |
468
-30
| -6% | -$17.5K | 0.02% | 92 |
|
|
2024
Q2 | $233K | Sell |
498
-50
| -9% | -$23.4K | 0.02% | 102 |
|
|
2024
Q1 | $249K | Buy |
548
+95
| +21% | +$43.2K | 0.02% | 101 |
|
|
2023
Q4 | $205K | Buy |
+453
| New | +$205K | 0.02% | 104 |
|
|
2021
Q1 | – | Sell |
-41,137
| Closed | -$14.6M | – | 83 |
|
|
2020
Q4 | $14.6M | Sell |
41,137
-23,481
| -36% | -$8.34M | 1.39% | 31 |
|
|
2020
Q3 | $24.8M | Sell |
64,618
-732
| -1% | -$281K | 2.58% | 22 |
|
|
2020
Q2 | $23.8M | Sell |
65,350
-253
| -0.4% | -$92.3K | 2.68% | 22 |
|
|
2020
Q1 | $22.2M | Buy |
65,603
+3,192
| +5% | +$1.08M | 3.1% | 17 |
|
|
2019
Q4 | $24.3M | Buy |
62,411
+677
| +1% | +$264K | 2.69% | 22 |
|
|
2019
Q3 | $24.1M | Buy |
61,734
+13,566
| +28% | +$5.29M | 2.9% | 21 |
|
|
2019
Q2 | $17.5M | Buy |
+48,168
| New | +$17.5M | 2.08% | 27 |
|