BWM
Baystate Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $530K | Sell |
1,168
-528
| -31% | -$239K | 0.04% | 136 |
|
|
2023
Q3 | $694K | Buy |
1,696
+21
| +1% | +$8.59K | 0.06% | 107 |
|
|
2023
Q2 | $772K | Buy |
1,675
+84
| +5% | +$38.7K | 0.06% | 103 |
|
|
2023
Q1 | $752K | Sell |
1,591
-35
| -2% | -$16.5K | 0.07% | 105 |
|
|
2022
Q4 | $791K | Buy |
1,626
+222
| +16% | +$108K | 0.07% | 114 |
|
|
2022
Q3 | $542K | Buy |
1,404
+133
| +10% | +$51.3K | 0.06% | 119 |
|
|
2022
Q2 | $547K | Buy |
1,271
+9
| +0.7% | +$3.87K | 0.05% | 117 |
|
|
2022
Q1 | $557K | Buy |
1,262
+3
| +0.2% | +$1.32K | 0.05% | 110 |
|
|
2021
Q4 | $448K | Buy |
1,259
+516
| +69% | +$184K | 0.04% | 119 |
|
|
2021
Q3 | $256K | Buy |
743
+5
| +0.7% | +$1.72K | 0.03% | 135 |
|
|
2021
Q2 | $279K | Buy |
738
+132
| +22% | +$49.9K | 0.03% | 127 |
|
|
2021
Q1 | $224K | Buy |
606
+24
| +4% | +$8.87K | 0.02% | 130 |
|
|
2020
Q4 | $207K | Buy |
582
+9
| +2% | +$3.2K | 0.02% | 125 |
|
|
2020
Q3 | $220K | Buy |
573
+157
| +38% | +$60.3K | 0.03% | 111 |
|
|
2020
Q2 | $152K | Buy |
416
+14
| +3% | +$5.12K | 0.02% | 129 |
|
|
2020
Q1 | $136K | Sell |
402
-27
| -6% | -$9.13K | 0.02% | 119 |
|
|
2019
Q4 | $167K | Sell |
429
-97
| -18% | -$37.8K | 0.02% | 125 |
|
|
2019
Q3 | $205K | Buy |
526
+40
| +8% | +$15.6K | 0.03% | 107 |
|
|
2019
Q2 | $176K | Buy |
486
+148
| +44% | +$53.6K | 0.02% | 111 |
|
|
2019
Q1 | $112K | Sell |
338
-5
| -1% | -$1.66K | 0.01% | 135 |
|
|
2018
Q4 | $97K | Buy |
343
+95
| +38% | +$26.9K | 0.01% | 143 |
|
|
2018
Q3 | $84K | Sell |
248
-134
| -35% | -$45.4K | 0.01% | 143 |
|
|
2018
Q2 | $117K | Buy |
382
+3
| +0.8% | +$919 | 0.02% | 116 |
|
|
2018
Q1 | $136K | Hold |
379
| – | – | 0.02% | 103 |
|
|
2017
Q4 | $125K | Buy |
379
+73
| +24% | +$24.1K | 0.02% | 111 |
|
|
2017
Q3 | $97K | Buy |
306
+16
| +6% | +$5.07K | 0.02% | 125 |
|
|
2017
Q2 | $84K | Buy |
290
+8
| +3% | +$2.32K | 0.02% | 130 |
|
|
2017
Q1 | $76K | Buy |
282
+12
| +4% | +$3.23K | 0.01% | 143 |
|
|
2016
Q4 | $69K | Buy |
+270
| New | +$69K | 0.01% | 130 |
|