BerganKDV Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $4.6M | Sell |
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|
2023
Q1 | $4.75M | Buy |
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|
2022
Q4 | $4.68M | Buy |
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|
2022
Q3 | $3.49M | Buy |
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|
2022
Q2 | $3.72M | Buy |
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|
2022
Q1 | $3.66M | Buy |
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|
2021
Q4 | $2.77M | Sell |
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|
2021
Q3 | $2.74M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.67M | Buy |
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|
2020
Q4 | $2.41M | Sell |
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|
2020
Q3 | $2.6M | Buy |
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|
2020
Q2 | $2.29M | Buy |
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|
2020
Q1 | $1.99M | Buy |
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|
2019
Q4 | $84K | Buy |
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|
2019
Q3 | $66K | Sell |
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|
2019
Q2 | $127K | Hold |
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|
2019
Q1 | $105K | Hold |
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|
2018
Q4 | $91K | Buy |
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|
2018
Q3 | $112K | Hold |
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|
2018
Q2 | $96K | Buy |
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