Baker Tilly 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
Q3 | – | Sell |
-514
| Closed | -$240K | – | 263 |
|
|
2024
Q2 | $240K | Sell |
514
-1,418
| -73% | -$662K | 0.1% | 233 |
|
|
2024
Q1 | $879K | Buy |
1,932
+43
| +2% | +$19.6K | 0.16% | 140 |
|
|
2023
Q4 | $856K | Sell |
1,889
-69
| -4% | -$31.3K | 0.14% | 159 |
|
|
2023
Q3 | $801K | Sell |
1,958
-217
| -10% | -$88.7K | 0.13% | 158 |
|
|
2023
Q2 | $1M | Sell |
2,175
-410
| -16% | -$189K | 0.11% | 196 |
|
|
2023
Q1 | $1.22M | Sell |
2,585
-208
| -7% | -$98.3K | 0.14% | 169 |
|
|
2022
Q4 | $1.36M | Sell |
2,793
-98
| -3% | -$47.7K | 0.17% | 144 |
|
|
2022
Q3 | $1.12M | Buy |
2,891
+107
| +4% | +$41.3K | 0.15% | 144 |
|
|
2022
Q2 | $1.2M | Sell |
2,784
-79
| -3% | -$34K | 0.16% | 141 |
|
|
2022
Q1 | $1.26M | Buy |
2,863
+1,161
| +68% | +$513K | 0.14% | 152 |
|
|
2021
Q4 | $605K | Sell |
1,702
-670
| -28% | -$238K | 0.06% | 318 |
|
|
2021
Q3 | $819K | Buy |
2,372
+496
| +26% | +$171K | 0.11% | 200 |
|
|
2021
Q2 | $710K | Buy |
1,876
+1,305
| +229% | +$494K | 0.11% | 200 |
|
|
2021
Q1 | $211K | Sell |
571
-197
| -26% | -$72.8K | 0.04% | 440 |
|
|
2020
Q4 | $273K | Buy |
+768
| New | +$273K | 0.08% | 260 |
|