CWM
Campbell Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $277K | Buy |
570
+3
| +0.5% | +$1.46K | 0.02% | 74 |
|
|
2024
Q3 | $331K | Buy |
+567
| New | +$331K | 0.03% | 46 |
|
|
2024
Q2 | – | Sell |
-576
| Closed | -$262K | – | 73 |
|
|
2024
Q1 | $262K | Sell |
576
-13
| -2% | -$5.91K | 0.03% | 69 |
|
|
2023
Q4 | $267K | Buy |
589
+82
| +16% | +$37.2K | 0.03% | 52 |
|
|
2023
Q3 | $207K | Hold |
507
| – | – | 0.03% | 73 |
|
|
2023
Q2 | $233K | Buy |
+507
| New | +$233K | 0.03% | 60 |
|
|
2023
Q1 | – | Sell |
-597
| Closed | -$290K | – | 77 |
|
|
2022
Q4 | $290K | Sell |
597
-262
| -31% | -$127K | 0.04% | 54 |
|
|
2022
Q3 | $332K | Sell |
859
-178
| -17% | -$68.8K | 0.05% | 45 |
|
|
2022
Q2 | $446K | Sell |
1,037
-152
| -13% | -$65.4K | 0.06% | 27 |
|
|
2022
Q1 | $525K | Buy |
1,189
+14
| +1% | +$6.18K | 0.06% | 30 |
|
|
2021
Q4 | $418K | Hold |
1,175
| – | – | 0.05% | 38 |
|
|
2021
Q3 | $405K | Hold |
1,175
| – | – | 0.05% | 33 |
|
|
2021
Q2 | $445K | Buy |
1,175
+138
| +13% | +$52.3K | 0.06% | 31 |
|
|
2021
Q1 | $383K | Hold |
1,037
| – | – | 0.05% | 35 |
|
|
2020
Q4 | $368K | Sell |
1,037
-188
| -15% | -$66.7K | 0.05% | 34 |
|
|
2020
Q3 | $470K | Sell |
1,225
-14
| -1% | -$5.37K | 0.08% | 29 |
|
|
2020
Q2 | $452K | Sell |
1,239
-207
| -14% | -$75.5K | 0.08% | 28 |
|
|
2020
Q1 | $490K | Sell |
1,446
-474
| -25% | -$161K | 0.11% | 24 |
|
|
2019
Q4 | $748K | Hold |
1,920
| – | – | 0.15% | 23 |
|
|
2019
Q3 | $749K | Sell |
1,920
-1
| -0.1% | -$390 | 0.17% | 22 |
|
|
2019
Q2 | $698K | Buy |
1,921
+1,102
| +135% | +$400K | 0.17% | 22 |
|
|
2019
Q1 | $246K | Buy |
+819
| New | +$246K | 0.07% | 47 |
|