Curi Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,204
| Closed | -$1.45M | – | 81 |
|
|
2023
Q4 | $1.45M | Buy |
3,204
+18
| +0.6% | +$8.16K | 0.2% | 55 |
|
|
2023
Q3 | $1.3M | Sell |
3,186
-84
| -3% | -$34.4K | 0.2% | 58 |
|
|
2023
Q2 | $1.51M | Sell |
3,270
-87
| -3% | -$40.1K | 0.2% | 53 |
|
|
2023
Q1 | $1.59M | Sell |
3,357
-32
| -0.9% | -$15.1K | 0.23% | 55 |
|
|
2022
Q4 | $1.65M | Buy |
3,389
+230
| +7% | +$112K | 0.23% | 58 |
|
|
2022
Q3 | $1.22M | Buy |
3,159
+2,976
| +1,626% | +$1.15M | 0.2% | 62 |
|
|
2022
Q2 | $79K | Buy |
183
+30
| +20% | +$13K | 0.02% | 191 |
|
|
2022
Q1 | $67K | Buy |
153
+150
| +5,000% | +$65.7K | 0.01% | 190 |
|
|
2021
Q4 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 448 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | -$3K | – | 314 |
|
|
2020
Q4 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 322 |
|