Bedel Financial Consulting’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 |
-411
| Closed | -$240K | – | 271 |
|
|
2024
Q3 | $240K | Buy |
+411
| New | +$240K | 0.03% | 230 |
|
|
2022
Q2 | – | Sell |
-236
| Closed | -$104K | – | 578 |
|
|
2022
Q1 | $104K | Sell |
236
-27
| -10% | -$11.9K | 0.03% | 276 |
|
|
2021
Q4 | $93K | Buy |
263
+27
| +11% | +$9.55K | 0.03% | 295 |
|
|
2021
Q3 | $81K | Hold |
236
| – | – | 0.03% | 308 |
|
|
2021
Q2 | $89K | Buy |
236
+13
| +6% | +$4.9K | 0.03% | 294 |
|
|
2021
Q1 | $82K | Hold |
223
| – | – | 0.03% | 294 |
|
|
2020
Q4 | $79K | Hold |
223
| – | – | 0.04% | 255 |
|
|
2020
Q3 | $85K | Hold |
223
| – | – | 0.04% | 231 |
|
|
2020
Q2 | $81K | Sell |
223
-5
| -2% | -$1.82K | 0.04% | 220 |
|
|
2020
Q1 | $77K | Buy |
228
+5
| +2% | +$1.69K | 0.05% | 215 |
|
|
2019
Q4 | $87K | Hold |
223
| – | – | 0.05% | 228 |
|
|
2019
Q3 | $87K | Buy |
223
+23
| +12% | +$8.97K | 0.05% | 219 |
|
|
2019
Q2 | $73K | Hold |
200
| – | – | 0.04% | 239 |
|
|
2019
Q1 | $60K | Hold |
200
| – | – | 0.04% | 249 |
|
|
2018
Q4 | $52K | Hold |
200
| – | – | 0.04% | 246 |
|
|
2018
Q3 | $67K | Hold |
200
| – | – | 0.04% | 241 |
|
|
2018
Q2 | $59K | Hold |
200
| – | – | 0.04% | 251 |
|
|
2018
Q1 | $68K | Buy |
+200
| New | +$68K | 0.05% | 236 |
|