Broadleaf Partners’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-10,050
Closed -$4.56M 85
2023
Q4
$4.56M Sell
10,050
-5,891
-37% -$2.67M 1.34% 31
2023
Q3
$6.52M Sell
15,941
-99
-0.6% -$40.5K 2.18% 22
2023
Q2
$7.38M Sell
16,040
-49
-0.3% -$22.6K 2.41% 17
2023
Q1
$7.61M Buy
16,089
+283
+2% +$134K 2.71% 13
2022
Q4
$7.69M Sell
15,806
-249
-2% -$121K 3.03% 8
2022
Q3
$6.2M Sell
16,055
-36
-0.2% -$13.9K 2.58% 17
2022
Q2
$6.92M Buy
16,091
+393
+3% +$169K 2.89% 12
2022
Q1
$6.93M Buy
+15,698
New +$6.93M 2.31% 19