Cumberland Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,000
| Closed | -$934K | – | 186 |
|
|
2024
Q2 | $934K | Buy |
+2,000
| New | +$934K | 0.07% | 135 |
|
|
2021
Q4 | – | Sell |
-2,000
| Closed | -$690K | – | 188 |
|
|
2021
Q3 | $690K | Buy |
+2,000
| New | +$690K | 0.06% | 140 |
|
|
2020
Q4 | – | Sell |
-2,227
| Closed | -$853K | – | 171 |
|
|
2020
Q3 | $853K | Buy |
2,227
+400
| +22% | +$153K | 0.09% | 108 |
|
|
2020
Q2 | $667K | Sell |
1,827
-50
| -3% | -$18.3K | 0.07% | 127 |
|
|
2020
Q1 | $636K | Buy |
1,877
+200
| +12% | +$67.8K | 0.08% | 120 |
|
|
2019
Q4 | $653K | Buy |
1,677
+340
| +25% | +$132K | 0.06% | 131 |
|
|
2019
Q3 | $522K | Sell |
1,337
-1,710
| -56% | -$668K | 0.05% | 131 |
|
|
2019
Q2 | $1.11M | Buy |
3,047
+180
| +6% | +$65.5K | 0.11% | 99 |
|
|
2019
Q1 | $861K | Sell |
2,867
-30
| -1% | -$9.01K | 0.09% | 109 |
|
|
2018
Q4 | $758K | Sell |
2,897
-265
| -8% | -$69.3K | 0.09% | 109 |
|
|
2018
Q3 | $1.09M | Hold |
3,162
| – | – | 0.1% | 105 |
|
|
2018
Q2 | $934K | Buy |
+3,162
| New | +$934K | 0.09% | 105 |
|