Bank Julius Baer & Co’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-520
| Closed | -$237K | – | 518 |
|
|
2024
Q1 | $237K | Buy |
+520
| New | +$237K | ﹤0.01% | 382 |
|
|
2023
Q4 | – | Sell |
-64
| Closed | -$26K | – | 561 |
|
|
2023
Q3 | $26K | Buy |
64
+27
| +73% | +$11K | ﹤0.01% | 482 |
|
|
2023
Q2 | $17K | Buy |
+37
| New | +$17K | ﹤0.01% | 528 |
|
|
2022
Q3 | – | Sell |
-470
| Closed | -$202K | – | 611 |
|
|
2022
Q2 | $202K | Hold |
470
| – | – | ﹤0.01% | 405 |
|
|
2022
Q1 | $207K | Sell |
470
-297
| -39% | -$131K | ﹤0.01% | 408 |
|
|
2021
Q4 | $273K | Buy |
+767
| New | +$273K | ﹤0.01% | 500 |
|
|
2021
Q3 | – | Sell |
-66
| Closed | -$25K | – | 841 |
|
|
2021
Q2 | $25K | Buy |
+66
| New | +$25K | ﹤0.01% | 742 |
|
|
2021
Q1 | – | Sell |
-149
| Closed | -$53K | – | 859 |
|
|
2020
Q4 | $53K | Sell |
149
-197
| -57% | -$70.1K | ﹤0.01% | 677 |
|
|
2020
Q3 | $133K | Buy |
346
+116
| +50% | +$44.6K | ﹤0.01% | 550 |
|
|
2020
Q2 | $84K | Buy |
+230
| New | +$84K | ﹤0.01% | 529 |
|