BFA
BMS Financial Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $487K | Sell |
1,058
-476
| -31% | -$219K | 0.32% | 49 |
|
|
2023
Q1 | $725K | Sell |
1,534
-42
| -3% | -$19.9K | 0.5% | 36 |
|
|
2022
Q4 | $767K | Sell |
1,576
-59
| -4% | -$28.7K | 0.51% | 32 |
|
|
2022
Q3 | $632K | Sell |
1,635
-57
| -3% | -$22K | 0.44% | 39 |
|
|
2022
Q2 | $727K | Buy |
1,692
+54
| +3% | +$23.2K | 0.48% | 30 |
|
|
2022
Q1 | $723K | Buy |
1,638
+31
| +2% | +$13.7K | 0.46% | 40 |
|
|
2021
Q4 | $571K | Buy |
+1,607
| New | +$571K | 0.36% | 56 |
|