Elite 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
Q3 | – | Sell |
-722
| Closed | -$337K | – | 39 |
|
|
2024
Q2 | $337K | Buy |
722
+1
| +0.1% | +$467 | 0.01% | 38 |
|
|
2024
Q1 | $328K | Sell |
721
-75
| -9% | -$34.1K | 0.01% | 41 |
|
|
2023
Q4 | $361K | Hold |
796
| – | – | 0.02% | 31 |
|
|
2023
Q3 | $326K | Buy |
796
+201
| +34% | +$82.2K | 0.02% | 38 |
|
|
2023
Q2 | $274K | Sell |
595
-7
| -1% | -$3.22K | 0.02% | 43 |
|
|
2023
Q1 | $285K | Buy |
+602
| New | +$285K | 0.02% | 46 |
|
|
2022
Q1 | – | Sell |
-720
| Closed | -$256K | – | 55 |
|
|
2021
Q4 | $256K | Sell |
720
-1,300
| -64% | -$462K | 0.04% | 54 |
|
|
2021
Q3 | $697K | Buy |
2,020
+1
| +0% | +$345 | 0.13% | 34 |
|
|
2021
Q2 | $764 | Hold |
2,019
| – | – | 0.07% | 34 |
|
|
2021
Q1 | $746 | Buy |
2,019
+14
| +0.7% | +$5 | 0.1% | 33 |
|
|
2020
Q4 | $712K | Buy |
2,005
+1,211
| +153% | +$430K | 0.09% | 32 |
|
|
2020
Q3 | $304K | Buy |
+794
| New | +$304K | 0.04% | 35 |
|
|
2016
Q3 | $910K | Sell |
3,796
-875
| -19% | -$210K | 1.49% | 17 |
|
|
2016
Q2 | $1.16M | Sell |
4,671
-699
| -13% | -$173K | 1.91% | 13 |
|
|
2016
Q1 | $1.19M | Sell |
5,370
-71
| -1% | -$15.7K | 1.68% | 14 |
|
|
2015
Q4 | $1.18M | Buy |
5,441
+770
| +16% | +$167K | 1.75% | 16 |
|
|
2015
Q3 | $968K | Sell |
4,671
-1,840
| -28% | -$381K | 1.52% | 18 |
|
|
2015
Q2 | $1.21M | Sell |
6,511
-479
| -7% | -$89K | 1.25% | 30 |
|
|
2015
Q1 | $1.42M | Buy |
6,990
+3,399
| +95% | +$690K | 1.25% | 22 |
|
|
2014
Q4 | $691K | Buy |
3,591
+3,541
| +7,082% | +$681K | 0.66% | 36 |
|
|
2014
Q3 | $9K | Hold |
50
| – | – | 0.01% | 201 |
|
|
2014
Q2 | $8K | Hold |
50
| – | – | 0.01% | 226 |
|
|
2014
Q1 | $8K | Hold |
50
| – | – | 0.01% | 250 |
|
|
2013
Q4 | $7K | Sell |
50
-150
| -75% | -$21K | 0.01% | 365 |
|
|
2013
Q3 | $26K | Sell |
200
-8,111
| -98% | -$1.05M | 0.02% | 218 |
|
|
2013
Q2 | $901K | Buy |
+8,311
| New | +$901K | 1.32% | 12 |
|