Baldwin Wealth Partners’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 | – | Sell |
-908
| Closed | -$531K | – | 680 |
|
|
2024
Q3 | $531K | Buy |
908
+866
| +2,062% | +$506K | 0.04% | 187 |
|
|
2024
Q2 | $19.6K | Buy |
42
+11
| +35% | +$5.14K | ﹤0.01% | 464 |
|
|
2024
Q1 | $14.1K | Sell |
31
-39
| -56% | -$17.7K | ﹤0.01% | 525 |
|
|
2023
Q4 | $31.7K | Hold |
70
| – | – | ﹤0.01% | 436 |
|
|
2023
Q3 | $28.6K | Sell |
70
-10
| -13% | -$4.09K | ﹤0.01% | 469 |
|
|
2023
Q2 | $36.8K | Hold |
80
| – | – | ﹤0.01% | 456 |
|
|
2023
Q1 | $37.8K | Hold |
80
| – | – | ﹤0.01% | 453 |
|
|
2022
Q4 | $38.9K | Buy |
80
+70
| +700% | +$34.1K | ﹤0.01% | 446 |
|
|
2022
Q3 | $4K | Sell |
10
-25
| -71% | -$10K | ﹤0.01% | 579 |
|
|
2022
Q2 | $15K | Hold |
35
| – | – | ﹤0.01% | 500 |
|
|
2022
Q1 | $15K | Hold |
35
| – | – | ﹤0.01% | 505 |
|
|
2021
Q4 | $12K | Sell |
35
-50
| -59% | -$17.1K | ﹤0.01% | 493 |
|
|
2021
Q3 | $29K | Hold |
85
| – | – | ﹤0.01% | 412 |
|
|
2021
Q2 | $32K | Sell |
85
-150
| -64% | -$56.5K | ﹤0.01% | 409 |
|
|
2021
Q1 | $87K | Sell |
235
-88
| -27% | -$32.6K | 0.01% | 274 |
|
|
2020
Q4 | $115K | Sell |
323
-17,649
| -98% | -$6.28M | 0.01% | 232 |
|
|
2020
Q3 | $6.89M | Sell |
17,972
-590
| -3% | -$226K | 0.94% | 32 |
|
|
2020
Q2 | $6.77M | Sell |
18,562
-183
| -1% | -$66.8K | 0.99% | 30 |
|
|
2020
Q1 | $6.35M | Sell |
18,745
-886
| -5% | -$300K | 1.11% | 28 |
|
|
2019
Q4 | $7.64M | Buy |
19,631
+51
| +0.3% | +$19.9K | 1.07% | 32 |
|
|
2019
Q3 | $7.64M | Buy |
19,580
+1,048
| +6% | +$409K | 1.15% | 31 |
|
|
2019
Q2 | $6.74M | Sell |
18,532
-146
| -0.8% | -$53.1K | 0.99% | 34 |
|
|
2019
Q1 | $5.61M | Buy |
18,678
+4,590
| +33% | +$1.38M | 0.84% | 40 |
|
|
2018
Q4 | $3.69M | Sell |
14,088
-9,102
| -39% | -$2.38M | 0.62% | 49 |
|
|
2018
Q3 | $8.02M | Buy |
23,190
+566
| +3% | +$196K | 1.12% | 31 |
|
|
2018
Q2 | $6.68M | Buy |
22,624
+26
| +0.1% | +$7.68K | 1.04% | 33 |
|
|
2018
Q1 | $7.64M | Buy |
22,598
+945
| +4% | +$319K | 1.24% | 28 |
|
|
2017
Q4 | $6.95M | Buy |
21,653
+4,479
| +26% | +$1.44M | 1.08% | 31 |
|
|
2017
Q3 | $5.33M | Buy |
17,174
+2,027
| +13% | +$629K | 0.86% | 40 |
|
|
2017
Q2 | $4.21M | Buy |
15,147
+3,598
| +31% | +$999K | 0.68% | 45 |
|
|
2017
Q1 | $3.09M | Buy |
11,549
+10,132
| +715% | +$2.71M | 0.51% | 47 |
|
|
2016
Q4 | $354K | Hold |
1,417
| – | – | 0.06% | 145 |
|
|
2016
Q3 | $340K | Hold |
1,417
| – | – | 0.06% | 144 |
|
|
2016
Q2 | $352K | Buy |
1,417
+297
| +27% | +$73.8K | 0.07% | 129 |
|
|
2016
Q1 | $248K | Buy |
+1,120
| New | +$248K | 0.04% | 185 |
|