FGAM
Financial Gravity Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $413K | Buy |
+924
| New | +$413K | 0.09% | 107 |
|
|
2024
Q2 | $475K | Sell |
1,016
-1,098
| -52% | -$513K | 0.12% | 86 |
|
|
2024
Q1 | $960K | Sell |
2,114
-18,246
| -90% | -$8.29M | 0.13% | 84 |
|
|
2023
Q4 | $1.71M | Buy |
20,360
+1,056
| +5% | +$88.5K | 0.02% | 252 |
|
|
2023
Q3 | $1.23M | Buy |
19,304
+17,828
| +1,208% | +$1.13M | 0.01% | 304 |
|
|
2023
Q2 | $2.59K | Sell |
1,476
-13
| -0.9% | -$23 | 0.01% | 599 |
|
|
2023
Q1 | $489 | Buy |
1,489
+1,003
| +206% | +$329 | 0.02% | 449 |
|
|
2022
Q4 | $17.7K | Sell |
486
-6,848
| -93% | -$250K | 0.09% | 121 |
|
|
2022
Q3 | $5.86K | Sell |
7,334
-1,266
| -15% | -$1.01K | 0.2% | 87 |
|
|
2022
Q2 | $6.71K | Buy |
8,600
+7,718
| +875% | +$6.02K | 0.21% | 93 |
|
|
2022
Q1 | $30 | Sell |
882
-9,058
| -91% | -$308 | ﹤0.01% | 678 |
|
|
2021
Q4 | $6.24K | Buy |
9,940
+9,922
| +55,122% | +$6.23K | 0.14% | 192 |
|
|
2021
Q3 | $345K | Sell |
18
-7
| -28% | -$134K | 0.16% | 109 |
|
|
2021
Q2 | $378K | Sell |
25
-2
| -7% | -$30.2K | 0.14% | 104 |
|
|
2021
Q1 | $10K | Buy |
27
+20
| +286% | +$7.42K | 0.2% | 79 |
|
|
2020
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 327 |
|
|
2020
Q2 | – | Sell |
-77
| Closed | -$21.1K | – | 502 |
|
|
2020
Q1 | $21.1K | Sell |
77
-37
| -32% | -$10.2K | 0.07% | 122 |
|
|
2019
Q4 | $421K | Sell |
114
-28
| -20% | -$103K | 0.29% | 27 |
|
|
2019
Q3 | $55K | Sell |
142
-37
| -21% | -$14.3K | 0.05% | 279 |
|
|
2019
Q2 | $65K | Sell |
179
-25
| -12% | -$9.08K | 0.05% | 279 |
|
|
2019
Q1 | $62K | Buy |
+204
| New | +$62K | 0.05% | 270 |
|
|
2018
Q3 | $357K | Buy |
1,246
+45
| +4% | +$12.9K | 0.37% | 43 |
|
|
2018
Q2 | $376K | Buy |
1,201
+28
| +2% | +$8.77K | 0.35% | 41 |
|
|
2018
Q1 | $359K | Buy |
+1,173
| New | +$359K | 0.37% | 45 |
|