BFG
Berger Financial Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06M | Buy |
17,395
+126
| +0.7% | +$58.4K | 0.52% | 39 |
|
|
2025
Q1 | $7.71M | Buy |
17,269
+627
| +4% | +$280K | 0.54% | 39 |
|
|
2024
Q4 | $8.09M | Buy |
16,642
+82
| +0.5% | +$39.8K | 0.56% | 41 |
|
|
2024
Q3 | $9.68M | Buy |
16,560
+1,726
| +12% | +$1.01M | 0.7% | 35 |
|
|
2024
Q2 | $6.93M | Sell |
14,834
-54
| -0.4% | -$25.2K | 0.55% | 40 |
|
|
2024
Q1 | $6.77M | Buy |
14,888
+190
| +1% | +$86.4K | 0.56% | 40 |
|
|
2023
Q4 | $6.66M | Sell |
14,698
-178
| -1% | -$80.7K | 0.69% | 31 |
|
|
2023
Q3 | $6.08M | Buy |
14,876
+30
| +0.2% | +$12.3K | 0.7% | 32 |
|
|
2023
Q2 | $6.83M | Sell |
14,846
-430
| -3% | -$198K | 0.78% | 30 |
|
|
2023
Q1 | $7.22M | Sell |
15,276
-1,157
| -7% | -$547K | 0.87% | 23 |
|
|
2022
Q4 | $7.99M | Buy |
16,433
+88
| +0.5% | +$42.8K | 1.05% | 20 |
|
|
2022
Q3 | $6.31M | Buy |
16,345
+449
| +3% | +$173K | 0.93% | 24 |
|
|
2022
Q2 | $6.84M | Sell |
15,896
-249
| -2% | -$107K | 1% | 24 |
|
|
2022
Q1 | $7.13M | Buy |
16,145
+11,250
| +230% | +$4.97M | 0.91% | 25 |
|
|
2021
Q4 | $1.74M | Buy |
4,895
+3,809
| +351% | +$1.35M | 0.23% | 88 |
|
|
2021
Q3 | $375K | Sell |
1,086
-16
| -1% | -$5.53K | 0.07% | 139 |
|
|
2021
Q2 | $417K | Buy |
1,102
+9
| +0.8% | +$3.41K | 0.08% | 133 |
|
|
2021
Q1 | $404K | Sell |
1,093
-9,591
| -90% | -$3.55M | 0.09% | 130 |
|
|
2020
Q4 | $3.79M | Buy |
+10,684
| New | +$3.79M | 0.66% | 58 |
|