Bernardo Wealth Planning’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 |
-399
| Closed | -$243K | – | 112 |
|
|
2024
Q3 | $243K | Buy |
+399
| New | +$243K | 0.06% | 101 |
|
|
2021
Q1 | – | Sell |
-1,359
| Closed | -$482K | – | 114 |
|
|
2020
Q4 | $482K | Sell |
1,359
-14
| -1% | -$4.97K | 0.19% | 98 |
|
|
2020
Q3 | $526K | Buy |
1,373
+12
| +0.9% | +$4.6K | 0.24% | 81 |
|
|
2020
Q2 | $496K | Hold |
1,361
| – | – | 0.27% | 72 |
|
|
2020
Q1 | $461K | Sell |
1,361
-9
| -0.7% | -$3.05K | 0.32% | 78 |
|
|
2019
Q4 | $533K | Hold |
1,370
| – | – | 0.32% | 72 |
|
|
2019
Q3 | $534K | Sell |
1,370
-126
| -8% | -$49.1K | 0.39% | 59 |
|
|
2019
Q2 | $544K | Sell |
1,496
-8
| -0.5% | -$2.91K | 0.43% | 56 |
|
|
2019
Q1 | $451K | Buy |
1,504
+8
| +0.5% | +$2.4K | 0.36% | 70 |
|
|
2018
Q4 | $392K | Buy |
+1,496
| New | +$392K | 0.35% | 74 |
|