EWM
Executive Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.24M | Buy |
+14,903
| New | +$7.24M | 0.57% | 59 |
|
|
2024
Q1 | – | Sell |
-530
| Closed | -$240K | – | 251 |
|
|
2023
Q4 | $240K | Buy |
+530
| New | +$240K | 0.02% | 193 |
|
|
2021
Q4 | – | Sell |
-14,282
| Closed | -$4.93M | – | 203 |
|
|
2021
Q3 | $4.93M | Sell |
14,282
-40
| -0.3% | -$13.8K | 0.54% | 63 |
|
|
2021
Q2 | $5.42M | Buy |
14,322
+1,117
| +8% | +$423K | 0.59% | 57 |
|
|
2021
Q1 | $4.88M | Buy |
13,205
+517
| +4% | +$191K | 0.57% | 58 |
|
|
2020
Q4 | $4.5M | Buy |
12,688
+1,470
| +13% | +$522K | 0.55% | 54 |
|
|
2020
Q3 | $4.3M | Buy |
11,218
+382
| +4% | +$146K | 0.59% | 44 |
|
|
2020
Q2 | $3.95M | Sell |
10,836
-1,555
| -13% | -$567K | 0.59% | 38 |
|
|
2020
Q1 | $4.2M | Sell |
12,391
-489
| -4% | -$166K | 0.75% | 26 |
|
|
2019
Q4 | $5.02M | Buy |
12,880
+757
| +6% | +$295K | 0.69% | 39 |
|
|
2019
Q3 | $4.73M | Buy |
12,123
+433
| +4% | +$169K | 0.72% | 31 |
|
|
2019
Q2 | $4.25M | Buy |
11,690
+721
| +7% | +$262K | 0.6% | 32 |
|
|
2019
Q1 | $3.29M | Buy |
10,969
+10,561
| +2,588% | +$3.17M | 0.59% | 43 |
|
|
2018
Q4 | $107K | Buy |
+408
| New | +$107K | 0.02% | 193 |
|