Epic Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $388K | Buy |
830
+2
| +0.2% | +$934 | 0.43% | 59 |
|
|
2024
Q1 | $377K | Hold |
828
| – | – | 0.46% | 56 |
|
|
2023
Q4 | $375K | Sell |
828
-425
| -34% | -$193K | 0.5% | 51 |
|
|
2023
Q3 | $513K | Sell |
1,253
-3
| -0.2% | -$1.23K | 0.81% | 36 |
|
|
2023
Q2 | $578K | Sell |
1,256
-162
| -11% | -$74.6K | 0.82% | 32 |
|
|
2023
Q1 | $671K | Buy |
1,418
+244
| +21% | +$115K | 0.82% | 31 |
|
|
2022
Q4 | $571K | Sell |
1,174
-412
| -26% | -$200K | 0.86% | 32 |
|
|
2022
Q3 | $613K | Buy |
1,586
+156
| +11% | +$60.3K | 0.85% | 29 |
|
|
2022
Q2 | $615K | Buy |
1,430
+172
| +14% | +$74K | 1.16% | 29 |
|
|
2022
Q1 | $556K | Buy |
1,258
+396
| +46% | +$175K | 0.87% | 28 |
|
|
2021
Q4 | $306K | Buy |
+862
| New | +$306K | 0.44% | 56 |
|