BFS
Bard Financial Services’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
26,629
-365
| -1% | -$169K | 1.47% | 13 |
|
|
2025
Q1 | $12.1M | Sell |
26,994
-375
| -1% | -$168K | 1.47% | 13 |
|
|
2024
Q4 | $13.3M | Buy |
27,369
+65
| +0.2% | +$31.6K | 1.6% | 10 |
|
|
2024
Q3 | $16M | Sell |
27,304
-175
| -0.6% | -$102K | 1.88% | 9 |
|
|
2024
Q2 | $12.8M | Buy |
27,479
+365
| +1% | +$170K | 1.33% | 15 |
|
|
2024
Q1 | $12.3M | Buy |
27,114
+60
| +0.2% | +$27.3K | 1.31% | 17 |
|
|
2023
Q4 | $12.3M | Sell |
27,054
-90
| -0.3% | -$40.8K | 1.37% | 11 |
|
|
2023
Q3 | $11.1M | Buy |
27,144
+600
| +2% | +$245K | 1.37% | 15 |
|
|
2023
Q2 | $12.2M | Sell |
26,544
-350
| -1% | -$161K | 0.93% | 21 |
|
|
2023
Q1 | $12.7M | Sell |
26,894
-150
| -0.6% | -$70.9K | 1.02% | 20 |
|
|
2022
Q4 | $13.2M | Sell |
27,044
-180
| -0.7% | -$87.6K | 1.12% | 21 |
|
|
2022
Q3 | $10.5M | Buy |
27,224
+625
| +2% | +$241K | 0.99% | 22 |
|
|
2022
Q2 | $11.4M | Buy |
26,599
+175
| +0.7% | +$75.2K | 1.04% | 22 |
|
|
2022
Q1 | $11.7M | Buy |
26,424
+179
| +0.7% | +$79K | 0.95% | 24 |
|
|
2021
Q4 | $9.33M | Sell |
26,245
-421
| -2% | -$150K | 0.75% | 34 |
|
|
2021
Q3 | $9.2M | Buy |
26,666
+579
| +2% | +$200K | 0.81% | 32 |
|
|
2021
Q2 | $9.87M | Buy |
26,087
+914
| +4% | +$346K | 0.88% | 28 |
|
|
2021
Q1 | $9.3M | Buy |
25,173
+1,563
| +7% | +$578K | 0.9% | 28 |
|
|
2020
Q4 | $8.38M | Buy |
+23,610
| New | +$8.38M | 0.84% | 30 |
|