Burns Matteson Capital Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-578
| Closed | -$281K | – | 192 |
|
|
2024
Q4 | $281K | Buy |
+578
| New | +$281K | 0.16% | 119 |
|
|
2024
Q3 | – | Sell |
-764
| Closed | -$357K | – | 183 |
|
|
2024
Q2 | $357K | Sell |
764
-91
| -11% | -$42.5K | 0.22% | 86 |
|
|
2024
Q1 | $389K | Sell |
855
-332
| -28% | -$151K | 0.25% | 103 |
|
|
2023
Q4 | $538K | Sell |
1,187
-4
| -0.3% | -$1.81K | 0.38% | 93 |
|
|
2023
Q3 | $487K | Sell |
1,191
-29
| -2% | -$11.9K | 0.31% | 97 |
|
|
2023
Q2 | $562K | Buy |
+1,220
| New | +$562K | 0.35% | 80 |
|
|
2021
Q4 | – | Sell |
-1,224
| Closed | -$422K | – | 147 |
|
|
2021
Q3 | $422K | Buy |
1,224
+280
| +30% | +$96.6K | 0.32% | 78 |
|
|
2021
Q2 | $357K | Buy |
+944
| New | +$357K | 0.28% | 82 |
|