BDO Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.69M Buy
3,676
+42
+1% +$19.3K 0.19% 100
2023
Q1
$1.72M Sell
3,634
-4
-0.1% -$1.89K 0.21% 93
2022
Q4
$1.77M Sell
3,638
-105
-3% -$51.1K 0.22% 97
2022
Q3
$1.45M Hold
3,743
0.19% 102
2022
Q2
$1.61M Buy
3,743
+171
+5% +$73.5K 0.2% 97
2022
Q1
$1.58M Buy
3,572
+7
+0.2% +$3.09K 0.17% 105
2021
Q4
$1.27M Sell
3,565
-102
-3% -$36.3K 0.13% 120
2021
Q3
$1.27M Sell
3,667
-24
-0.7% -$8.28K 0.14% 117
2021
Q2
$1.4M Sell
3,691
-43
-1% -$16.3K 0.15% 110
2021
Q1
$1.38M Buy
3,734
+424
+13% +$157K 0.16% 104
2020
Q4
$1.18M Buy
3,310
+15
+0.5% +$5.33K 0.17% 93
2020
Q3
$1.26M Sell
3,295
-25
-0.8% -$9.58K 0.21% 80
2020
Q2
$1.21M Sell
3,320
-90
-3% -$32.9K 0.21% 82
2020
Q1
$1.16M Buy
3,410
+3,280
+2,523% +$1.11M 0.23% 77
2019
Q4
$51K Hold
130
0.01% 298
2019
Q3
$51K Buy
130
+80
+160% +$31.4K 0.01% 308
2019
Q2
$18K Sell
50
-51
-50% -$18.4K ﹤0.01% 396
2019
Q1
$30K Hold
101
0.01% 331
2018
Q4
$26K Sell
101
-2
-2% -$515 0.01% 315
2018
Q3
$36K Sell
103
-48
-32% -$16.8K 0.01% 327
2018
Q2
$45K Buy
151
+20
+15% +$5.96K 0.02% 309
2018
Q1
$44K Sell
131
-6
-4% -$2.02K 0.02% 262
2017
Q4
$44K Buy
137
+5
+4% +$1.61K 0.02% 224
2017
Q3
$41K Sell
132
-9
-6% -$2.8K 0.02% 217
2017
Q2
$39K Buy
+141
New +$39K 0.02% 252