BerganKDV Wealth Management’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 | $4.6M | Sell |
9,995
-63
| -0.6% | -$29K | 0.46% | 51 |
|
|
2023
Q1 | $4.75M | Buy |
10,058
+447
| +5% | +$211K | 0.49% | 48 |
|
|
2022
Q4 | $4.68M | Buy |
9,611
+567
| +6% | +$276K | 0.51% | 45 |
|
|
2022
Q3 | $3.49M | Buy |
9,044
+388
| +4% | +$150K | 0.42% | 54 |
|
|
2022
Q2 | $3.72M | Buy |
8,656
+366
| +4% | +$157K | 0.43% | 48 |
|
|
2022
Q1 | $3.66M | Buy |
8,290
+495
| +6% | +$218K | 0.39% | 58 |
|
|
2021
Q4 | $2.77M | Sell |
7,795
-147
| -2% | -$52.3K | 0.29% | 73 |
|
|
2021
Q3 | $2.74M | Buy |
7,942
+346
| +5% | +$119K | 0.31% | 67 |
|
|
2021
Q2 | $2.87M | Buy |
7,596
+380
| +5% | +$144K | 0.34% | 62 |
|
|
2021
Q1 | $2.67M | Buy |
7,216
+432
| +6% | +$160K | 0.34% | 65 |
|
|
2020
Q4 | $2.41M | Sell |
6,784
-5
| -0.1% | -$1.78K | 0.34% | 61 |
|
|
2020
Q3 | $2.6M | Buy |
6,789
+525
| +8% | +$201K | 0.41% | 48 |
|
|
2020
Q2 | $2.29M | Buy |
6,264
+405
| +7% | +$148K | 0.39% | 52 |
|
|
2020
Q1 | $1.99M | Buy |
5,859
+5,642
| +2,600% | +$1.91M | 0.41% | 53 |
|
|
2019
Q4 | $84K | Buy |
217
+48
| +28% | +$18.6K | 0.02% | 292 |
|
|
2019
Q3 | $66K | Sell |
169
-180
| -52% | -$70.3K | 0.01% | 301 |
|
|
2019
Q2 | $127K | Hold |
349
| – | – | 0.03% | 244 |
|
|
2019
Q1 | $105K | Hold |
349
| – | – | 0.02% | 270 |
|
|
2018
Q4 | $91K | Buy |
349
+24
| +7% | +$6.26K | 0.02% | 247 |
|
|
2018
Q3 | $112K | Hold |
325
| – | – | 0.02% | 245 |
|
|
2018
Q2 | $96K | Buy |
+325
| New | +$96K | 0.02% | 252 |
|