Burleson & Co’s Lockheed Martin LMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$549K Sell
1,129
-494
-30% -$240K 0.14% 97
2022
Q3
$627K Buy
1,623
+3
+0.2% +$1.16K 0.13% 89
2022
Q2
$697K Sell
1,620
-8
-0.5% -$3.44K 0.15% 83
2022
Q1
$719K Hold
1,628
0.12% 89
2021
Q4
$578K Buy
1,628
+3
+0.2% +$1.07K 0.08% 98
2021
Q3
$561K Buy
1,625
+2
+0.1% +$690 0.08% 92
2021
Q2
$614K Sell
1,623
-99
-6% -$37.5K 0.09% 92
2021
Q1
$636K Sell
1,722
-76
-4% -$28.1K 0.1% 87
2020
Q4
$638K Sell
1,798
-120
-6% -$42.6K 0.11% 91
2020
Q3
$693K Buy
1,918
+7
+0.4% +$2.53K 0.13% 90
2020
Q2
$737K Sell
1,911
-368
-16% -$142K 0.16% 88
2020
Q1
$863K Buy
2,279
+13
+0.6% +$4.92K 0.22% 77
2019
Q4
$962K Buy
2,266
+6
+0.3% +$2.55K 0.27% 82
2019
Q3
$843K Buy
2,260
+6
+0.3% +$2.24K 0.29% 72
2019
Q2
$818K Sell
2,254
-40
-2% -$14.5K 0.34% 67
2019
Q1
$766K Sell
2,294
-579
-20% -$193K 0.33% 67
2018
Q4
$875K Sell
2,873
-840
-23% -$256K 0.45% 57
2018
Q3
$1.09M Buy
3,713
+2,659
+252% +$783K 0.61% 47
2018
Q2
$311K Hold
1,054
0.18% 88
2018
Q1
$356K Hold
1,054
0.23% 80
2017
Q4
$338K Buy
+1,054
New +$338K 0.22% 83