BSW
Buckingham Strategic Wealth’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $8.99M | Sell |
19,243
-215
| -1% | -$100K | 0.09% | 102 |
|
|
2024
Q1 | $8.85M | Sell |
19,458
-1,943
| -9% | -$884K | 0.09% | 102 |
|
|
2023
Q4 | $9.7M | Sell |
21,401
-598
| -3% | -$271K | 0.12% | 101 |
|
|
2023
Q3 | $9M | Sell |
21,999
-6,887
| -24% | -$2.82M | 0.13% | 91 |
|
|
2023
Q2 | $13.3M | Buy |
28,886
+3,488
| +14% | +$1.61M | 0.19% | 65 |
|
|
2023
Q1 | $12.4M | Hold |
25,398
| – | – | 0.22% | 56 |
|
|
2022
Q4 | $12.4M | Sell |
25,398
-400
| -2% | -$195K | 0.22% | 56 |
|
|
2022
Q3 | $9.97M | Sell |
25,798
-753
| -3% | -$291K | 0.2% | 60 |
|
|
2022
Q2 | $11.4M | Buy |
26,551
+88
| +0.3% | +$37.8K | 0.23% | 53 |
|
|
2022
Q1 | $11.7M | Sell |
26,463
-485
| -2% | -$214K | 0.23% | 56 |
|
|
2021
Q4 | $9.58M | Sell |
26,948
-814
| -3% | -$289K | 0.19% | 65 |
|
|
2021
Q3 | $9.58M | Buy |
27,762
+282
| +1% | +$97.3K | 0.2% | 56 |
|
|
2021
Q2 | $10.4M | Buy |
27,480
+1,815
| +7% | +$687K | 0.25% | 50 |
|
|
2021
Q1 | $9.48M | Sell |
25,665
-234
| -0.9% | -$86.5K | 0.47% | 44 |
|
|
2020
Q4 | $9.19M | Buy |
25,899
+3,482
| +16% | +$1.24M | 0.48% | 45 |
|
|
2020
Q3 | $8.59M | Buy |
22,417
+9,869
| +79% | +$3.78M | 0.66% | 34 |
|
|
2020
Q2 | $4.58M | Sell |
12,548
-9,751
| -44% | -$3.56M | 0.44% | 51 |
|
|
2020
Q1 | $7.56M | Sell |
22,299
-1,175
| -5% | -$398K | 0.73% | 29 |
|
|
2019
Q4 | $9.14M | Buy |
23,474
+113
| +0.5% | +$44K | 0.88% | 22 |
|
|
2019
Q3 | $9.11M | Buy |
23,361
+10,517
| +82% | +$4.1M | 0.99% | 22 |
|
|
2019
Q2 | $4.67M | Buy |
12,844
+2,756
| +27% | +$1M | 0.51% | 48 |
|
|
2019
Q1 | $3.03M | Buy |
10,088
+778
| +8% | +$234K | 0.38% | 63 |
|
|
2018
Q4 | $2.44M | Buy |
9,310
+164
| +2% | +$42.9K | 0.37% | 56 |
|
|
2018
Q3 | $3.16M | Buy |
9,146
+82
| +0.9% | +$28.4K | 0.49% | 45 |
|
|
2018
Q2 | $2.68M | Buy |
9,064
+6,913
| +321% | +$2.04M | 0.43% | 49 |
|
|
2018
Q1 | $727K | Sell |
2,151
-6,695
| -76% | -$2.26M | 0.14% | 133 |
|
|
2017
Q4 | $2.84M | Buy |
8,846
+642
| +8% | +$206K | 0.59% | 35 |
|
|
2017
Q3 | $2.55M | Sell |
8,204
-836
| -9% | -$259K | 0.61% | 32 |
|
|
2017
Q2 | $2.51M | Buy |
9,040
+518
| +6% | +$144K | 0.59% | 34 |
|
|
2017
Q1 | $2.28M | Hold |
8,522
| – | – | 0.66% | 28 |
|
|
2016
Q4 | $2.13M | Buy |
8,522
+22
| +0.3% | +$5.5K | 0.69% | 29 |
|
|
2016
Q3 | $2.04M | Buy |
8,500
+79
| +0.9% | +$18.9K | 0.69% | 29 |
|
|
2016
Q2 | $2.09M | Sell |
8,421
-192
| -2% | -$47.7K | 0.71% | 27 |
|
|
2016
Q1 | $1.91M | Buy |
8,613
+242
| +3% | +$53.6K | 0.63% | 33 |
|
|
2015
Q4 | $1.82M | Buy |
8,371
+45
| +0.5% | +$9.77K | 0.61% | 31 |
|
|
2015
Q3 | $1.73M | Buy |
8,326
+3
| +0% | +$622 | 0.61% | 33 |
|
|
2015
Q2 | $1.55M | Buy |
8,323
+45
| +0.5% | +$8.36K | 0.51% | 40 |
|
|
2015
Q1 | $1.68M | Sell |
8,278
-136
| -2% | -$27.6K | 0.63% | 29 |
|
|
2014
Q4 | $1.62M | Sell |
8,414
-220
| -3% | -$42.4K | 0.63% | 33 |
|
|
2014
Q3 | $1.58M | Hold |
8,634
| – | – | 0.65% | 33 |
|
|
2014
Q2 | $1.39M | Hold |
8,634
| – | – | 0.61% | 34 |
|
|
2014
Q1 | $1.41M | Hold |
8,634
| – | – | 0.65% | 33 |
|
|
2013
Q4 | $1.28M | Buy |
8,634
+6,718
| +351% | +$998K | 0.6% | 36 |
|
|
2013
Q3 | $244K | Buy |
+1,916
| New | +$244K | 0.13% | 107 |
|