Choate Investment Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Buy |
1,442
+179
| +14% | +$82.9K | 0.01% | 240 |
|
|
2025
Q1 | $564K | Sell |
1,263
-5
| -0.4% | -$2.23K | 0.01% | 243 |
|
|
2024
Q4 | $616K | Buy |
1,268
+129
| +11% | +$62.7K | 0.01% | 243 |
|
|
2024
Q3 | $666K | Sell |
1,139
-42
| -4% | -$24.6K | 0.02% | 233 |
|
|
2024
Q2 | $552K | Sell |
1,181
-246
| -17% | -$115K | 0.01% | 240 |
|
|
2024
Q1 | $649K | Sell |
1,427
-2,745
| -66% | -$1.25M | 0.02% | 243 |
|
|
2023
Q4 | $1.89M | Buy |
4,172
+484
| +13% | +$219K | 0.06% | 132 |
|
|
2023
Q3 | $1.51M | Buy |
3,688
+93
| +3% | +$38K | 0.06% | 123 |
|
|
2023
Q2 | $1.66M | Buy |
3,595
+4
| +0.1% | +$1.84K | 0.07% | 103 |
|
|
2023
Q1 | $1.7M | Sell |
3,591
-12
| -0.3% | -$5.67K | 0.08% | 98 |
|
|
2022
Q4 | $1.75M | Buy |
3,603
+2,792
| +344% | +$1.36M | 0.11% | 85 |
|
|
2022
Q3 | $313K | Sell |
811
-12
| -1% | -$4.63K | 0.02% | 198 |
|
|
2022
Q2 | $354K | Sell |
823
-60
| -7% | -$25.8K | 0.02% | 199 |
|
|
2022
Q1 | $390K | Sell |
883
-94
| -10% | -$41.5K | 0.02% | 216 |
|
|
2021
Q4 | $347K | Buy |
977
+39
| +4% | +$13.9K | 0.02% | 215 |
|
|
2021
Q3 | $324K | Hold |
938
| – | – | 0.02% | 211 |
|
|
2021
Q2 | $355K | Sell |
938
-2
| -0.2% | -$757 | 0.02% | 204 |
|
|
2021
Q1 | $347K | Buy |
940
+174
| +23% | +$64.2K | 0.02% | 206 |
|
|
2020
Q4 | $272K | Sell |
766
-286
| -27% | -$102K | 0.02% | 214 |
|
|
2020
Q3 | $404K | Sell |
1,052
-355
| -25% | -$136K | 0.03% | 178 |
|
|
2020
Q2 | $513K | Buy |
1,407
+172
| +14% | +$62.7K | 0.04% | 146 |
|
|
2020
Q1 | $419K | Sell |
1,235
-5
| -0.4% | -$1.7K | 0.03% | 162 |
|
|
2019
Q4 | $483K | Sell |
1,240
-60
| -5% | -$23.4K | 0.03% | 162 |
|
|
2019
Q3 | $507K | Buy |
1,300
+8
| +0.6% | +$3.12K | 0.03% | 158 |
|
|
2019
Q2 | $470K | Buy |
1,292
+22
| +2% | +$8K | 0.03% | 165 |
|
|
2019
Q1 | $381K | Buy |
1,270
+232
| +22% | +$69.6K | 0.02% | 179 |
|
|
2018
Q4 | $272K | Sell |
1,038
-376
| -27% | -$98.5K | 0.02% | 191 |
|
|
2018
Q3 | $489K | Buy |
1,414
+335
| +31% | +$116K | 0.03% | 141 |
|
|
2018
Q2 | $319K | Sell |
1,079
-410
| -28% | -$121K | 0.02% | 184 |
|
|
2018
Q1 | $503K | Buy |
1,489
+150
| +11% | +$50.7K | 0.03% | 165 |
|
|
2017
Q4 | $430K | Buy |
1,339
+71
| +6% | +$22.8K | 0.02% | 181 |
|
|
2017
Q3 | $393K | Sell |
1,268
-147
| -10% | -$45.6K | 0.02% | 189 |
|
|
2017
Q2 | $393K | Hold |
1,415
| – | – | 0.02% | 179 |
|
|
2017
Q1 | $379K | Hold |
1,415
| – | – | 0.02% | 186 |
|
|
2016
Q4 | $354K | Buy |
+1,415
| New | +$354K | 0.02% | 187 |
|
|
2014
Q4 | – | Sell |
-5,125
| Closed | -$937K | – | 283 |
|
|
2014
Q3 | $937K | Hold |
5,125
| – | – | 0.06% | 127 |
|
|
2014
Q2 | $824K | Sell |
5,125
-4,940
| -49% | -$794K | 0.05% | 140 |
|
|
2014
Q1 | $1.64M | Hold |
10,065
| – | – | 0.1% | 94 |
|
|
2013
Q4 | $1.5M | Hold |
10,065
| – | – | 0.1% | 96 |
|
|
2013
Q3 | $1.28M | Hold |
10,065
| – | – | 0.09% | 105 |
|
|
2013
Q2 | $1.09M | Buy |
+10,065
| New | +$1.09M | 0.09% | 112 |
|