BAM
Belpointe Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
5,766
-107
| -2% | -$49.6K | 0.11% | 162 |
|
|
2025
Q1 | $2.62M | Sell |
5,873
-1,495
| -20% | -$668K | 0.14% | 144 |
|
|
2024
Q4 | $4.19M | Buy |
7,368
+133
| +2% | +$75.6K | 0.25% | 78 |
|
|
2024
Q3 | $4.23M | Buy |
7,235
+993
| +16% | +$581K | 0.25% | 79 |
|
|
2024
Q2 | $2.92M | Sell |
6,242
-402
| -6% | -$188K | 0.2% | 92 |
|
|
2024
Q1 | $3.02M | Buy |
6,644
+279
| +4% | +$127K | 0.23% | 97 |
|
|
2023
Q4 | $2.89M | Sell |
6,365
-185
| -3% | -$83.9K | 0.25% | 77 |
|
|
2023
Q3 | $2.68M | Buy |
6,550
+857
| +15% | +$350K | 0.28% | 65 |
|
|
2023
Q2 | $2.62M | Sell |
5,693
-4,378
| -43% | -$2.02M | 0.28% | 72 |
|
|
2023
Q1 | $4.76M | Sell |
10,071
-2,248
| -18% | -$1.06M | 0.26% | 65 |
|
|
2022
Q4 | $5.99M | Buy |
12,319
+2,944
| +31% | +$1.43M | 0.36% | 43 |
|
|
2022
Q3 | $3.62M | Buy |
9,375
+1,385
| +17% | +$535K | 0.24% | 75 |
|
|
2022
Q2 | $3.44M | Sell |
7,990
-1,672
| -17% | -$719K | 0.23% | 88 |
|
|
2022
Q1 | $4.26M | Sell |
9,662
-17,972
| -65% | -$7.93M | 0.26% | 67 |
|
|
2021
Q4 | $9.82M | Buy |
27,634
+19,140
| +225% | +$6.8M | 0.61% | 22 |
|
|
2021
Q3 | $2.93M | Buy |
8,494
+1,101
| +15% | +$380K | 0.2% | 107 |
|
|
2021
Q2 | $2.8M | Buy |
7,393
+1,661
| +29% | +$628K | 0.2% | 106 |
|
|
2021
Q1 | $2.12M | Buy |
5,732
+320
| +6% | +$118K | 0.18% | 119 |
|
|
2020
Q4 | $1.92M | Buy |
5,412
+736
| +16% | +$261K | 0.17% | 127 |
|
|
2020
Q3 | $1.79M | Buy |
4,676
+1,411
| +43% | +$540K | 0.2% | 110 |
|
|
2020
Q2 | $1.19M | Sell |
3,265
-68
| -2% | -$24.8K | 0.15% | 140 |
|
|
2020
Q1 | $1.13M | Sell |
3,333
-988
| -23% | -$335K | 0.2% | 117 |
|
|
2019
Q4 | $1.68M | Buy |
4,321
+1,289
| +43% | +$502K | 0.21% | 113 |
|
|
2019
Q3 | $1.18M | Sell |
3,032
-1,395
| -32% | -$544K | 0.19% | 123 |
|
|
2019
Q2 | $1.61M | Buy |
4,427
+542
| +14% | +$197K | 0.32% | 71 |
|
|
2019
Q1 | $1.17M | Buy |
3,885
+1,302
| +50% | +$391K | 0.23% | 74 |
|
|
2018
Q4 | $676K | Buy |
2,583
+35
| +1% | +$9.16K | 0.17% | 128 |
|
|
2018
Q3 | $881K | Sell |
2,548
-1,420
| -36% | -$491K | 0.14% | 148 |
|
|
2018
Q2 | $1.17M | Buy |
3,968
+2,355
| +146% | +$696K | 0.33% | 52 |
|
|
2018
Q1 | $545K | Sell |
1,613
-803
| -33% | -$271K | 0.16% | 134 |
|
|
2017
Q4 | $776K | Sell |
2,416
-3,884
| -62% | -$1.25M | 0.17% | 129 |
|
|
2017
Q3 | $1.96M | Buy |
+6,300
| New | +$1.96M | 0.46% | 41 |
|