BWM
BigSur Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
4,280
+500
| +13% | +$232K | 0.5% | 53 |
|
|
2025
Q1 | $1.69M | Hold |
3,780
| – | – | 0.46% | 59 |
|
|
2024
Q4 | $1.84M | Sell |
3,780
-2,000
| -35% | -$972K | 0.52% | 52 |
|
|
2024
Q3 | $3.38M | Hold |
5,780
| – | – | 0.93% | 32 |
|
|
2024
Q2 | $2.7M | Sell |
5,780
-110
| -2% | -$51.4K | 0.83% | 36 |
|
|
2024
Q1 | $2.68M | Buy |
5,890
+3,500
| +146% | +$1.59M | 0.84% | 37 |
|
|
2023
Q4 | $1.08M | Sell |
2,390
-120
| -5% | -$54.4K | 0.52% | 54 |
|
|
2023
Q3 | $1.03M | Sell |
2,510
-200
| -7% | -$81.8K | 0.52% | 55 |
|
|
2023
Q2 | $1.25M | Buy |
2,710
+120
| +5% | +$55.2K | 0.6% | 48 |
|
|
2023
Q1 | $1.22M | Buy |
2,590
+100
| +4% | +$47.3K | 0.57% | 52 |
|
|
2022
Q4 | $1.21M | Sell |
2,490
-30
| -1% | -$14.6K | 0.58% | 51 |
|
|
2022
Q3 | $973K | Hold |
2,520
| – | – | 0.49% | 52 |
|
|
2022
Q2 | $1.08M | Hold |
2,520
| – | – | 0.51% | 56 |
|
|
2022
Q1 | $1.11M | Sell |
2,520
-167
| -6% | -$73.7K | 0.43% | 62 |
|
|
2021
Q4 | $955K | Hold |
2,687
| – | – | 0.37% | 65 |
|
|
2021
Q3 | $927K | Hold |
2,687
| – | – | 0.42% | 60 |
|
|
2021
Q2 | $1.02M | Hold |
2,687
| – | – | 0.46% | 59 |
|
|
2021
Q1 | $993K | Hold |
2,687
| – | – | 0.51% | 52 |
|
|
2020
Q4 | $954K | Sell |
2,687
-18
| -0.7% | -$6.39K | 0.54% | 55 |
|
|
2020
Q3 | $1.04M | Buy |
2,705
+910
| +51% | +$349K | 0.66% | 46 |
|
|
2020
Q2 | $655K | Sell |
1,795
-780
| -30% | -$285K | 0.47% | 50 |
|
|
2020
Q1 | $873K | Buy |
2,575
+650
| +34% | +$220K | 0.65% | 38 |
|
|
2019
Q4 | $750K | Sell |
1,925
-54
| -3% | -$21K | 0.42% | 52 |
|
|
2019
Q3 | $772K | Sell |
1,979
-500
| -20% | -$195K | 0.52% | 47 |
|
|
2019
Q2 | $896K | Sell |
2,479
-642
| -21% | -$232K | 0.63% | 40 |
|
|
2019
Q1 | $937K | Hold |
3,121
| – | – | 0.61% | 40 |
|
|
2018
Q4 | $817K | Buy |
3,121
+81
| +3% | +$21.2K | 0.58% | 36 |
|
|
2018
Q3 | $1.05M | Buy |
3,040
+1,155
| +61% | +$400K | 0.66% | 34 |
|
|
2018
Q2 | $557K | Sell |
1,885
-30
| -2% | -$8.87K | 0.41% | 45 |
|
|
2018
Q1 | $647K | Sell |
1,915
-52
| -3% | -$17.6K | 0.46% | 41 |
|
|
2017
Q4 | $632K | Buy |
1,967
+60
| +3% | +$19.3K | 0.63% | 37 |
|
|
2017
Q3 | $592K | Sell |
1,907
-19
| -1% | -$5.9K | 0.6% | 40 |
|
|
2017
Q2 | $572K | Sell |
1,926
-2
| -0.1% | -$594 | 0.58% | 45 |
|
|
2017
Q1 | $528K | Sell |
1,928
-7
| -0.4% | -$1.92K | 0.57% | 45 |
|
|
2016
Q4 | $484K | Buy |
+1,935
| New | +$484K | 0.65% | 41 |
|