Fulcrum Equity Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-531
| Closed | -$258K | – | 112 |
|
|
2024
Q4 | $258K | Sell |
531
-369
| -41% | -$179K | 0.26% | 90 |
|
|
2024
Q3 | $526K | Buy |
900
+40
| +5% | +$23.4K | 0.44% | 74 |
|
|
2024
Q2 | $402K | Buy |
860
+203
| +31% | +$94.9K | 0.36% | 85 |
|
|
2024
Q1 | $299K | Sell |
657
-22
| -3% | -$10K | 0.35% | 88 |
|
|
2023
Q4 | $308K | Sell |
679
-77
| -10% | -$34.9K | 0.38% | 74 |
|
|
2023
Q3 | $309K | Hold |
756
| – | – | 0.36% | 69 |
|
|
2023
Q2 | $348K | Buy |
756
+310
| +70% | +$143K | 0.4% | 65 |
|
|
2023
Q1 | $211K | Buy |
+446
| New | +$211K | 0.2% | 87 |
|
|
2022
Q1 | – | Sell |
-595
| Closed | -$211K | – | 164 |
|
|
2021
Q4 | $211K | Sell |
595
-14
| -2% | -$4.97K | 0.08% | 167 |
|
|
2021
Q3 | $210K | Buy |
609
+13
| +2% | +$4.48K | 0.08% | 171 |
|
|
2021
Q2 | $225K | Buy |
596
+46
| +8% | +$17.4K | 0.08% | 170 |
|
|
2021
Q1 | $203K | Buy |
+550
| New | +$203K | 0.08% | 171 |
|
|
2020
Q4 | – | Sell |
-609
| Closed | -$233K | – | 167 |
|
|
2020
Q3 | $233K | Sell |
609
-519
| -46% | -$199K | 0.11% | 133 |
|
|
2020
Q2 | $411K | Buy |
1,128
+183
| +19% | +$66.7K | 0.19% | 93 |
|
|
2020
Q1 | $320K | Sell |
945
-227
| -19% | -$76.9K | 0.23% | 30 |
|
|
2019
Q4 | $456K | Sell |
1,172
-16
| -1% | -$6.23K | 0.24% | 64 |
|
|
2019
Q3 | $464K | Buy |
1,188
+32
| +3% | +$12.5K | 0.24% | 49 |
|
|
2019
Q2 | $436K | Buy |
1,156
+278
| +32% | +$105K | 0.21% | 53 |
|
|
2019
Q1 | $264K | Buy |
878
+11
| +1% | +$3.31K | 0.09% | 88 |
|
|
2018
Q4 | $227K | Buy |
+867
| New | +$227K | 0.08% | 73 |
|