GA
Geller Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $899K | Hold |
1,849
| – | – | 0.06% | 74 |
|
|
2024
Q3 | $1.08M | Hold |
1,849
| – | – | 0.07% | 68 |
|
|
2024
Q2 | $864K | Hold |
1,849
| – | – | 0.06% | 85 |
|
|
2024
Q1 | $841K | Buy |
1,849
+14
| +0.8% | +$6.37K | 0.07% | 85 |
|
|
2023
Q4 | $832K | Hold |
1,835
| – | – | 0.08% | 78 |
|
|
2023
Q3 | $750K | Sell |
1,835
-57
| -3% | -$23.3K | 0.09% | 69 |
|
|
2023
Q2 | $871K | Buy |
1,892
+83
| +5% | +$38.2K | 0.11% | 61 |
|
|
2023
Q1 | $855K | Sell |
1,809
-4
| -0.2% | -$1.89K | 0.13% | 35 |
|
|
2022
Q4 | $882K | Buy |
1,813
+7
| +0.4% | +$3.41K | 0.15% | 32 |
|
|
2022
Q3 | $698K | Sell |
1,806
-174
| -9% | -$67.2K | 0.15% | 34 |
|
|
2022
Q2 | $851K | Hold |
1,980
| – | – | 0.18% | 28 |
|
|
2022
Q1 | $874K | Buy |
1,980
+2
| +0.1% | +$883 | 0.16% | 35 |
|
|
2021
Q4 | $703K | Buy |
1,978
+1
| +0.1% | +$355 | 0.14% | 44 |
|
|
2021
Q3 | $682K | Sell |
1,977
-36
| -2% | -$12.4K | 0.15% | 44 |
|
|
2021
Q2 | $762K | Hold |
2,013
| – | – | 0.17% | 29 |
|
|
2021
Q1 | $744K | Sell |
2,013
-14
| -0.7% | -$5.17K | 0.18% | 28 |
|
|
2020
Q4 | $716K | Hold |
2,027
| – | – | 0.18% | 26 |
|
|
2020
Q3 | $777K | Buy |
2,027
+6
| +0.3% | +$2.3K | 0.22% | 17 |
|
|
2020
Q2 | $738K | Buy |
2,021
+196
| +11% | +$71.6K | 0.22% | 16 |
|
|
2020
Q1 | $619K | Buy |
1,825
+37
| +2% | +$12.6K | 0.18% | 20 |
|
|
2019
Q4 | $696K | Hold |
1,788
| – | – | 0.21% | 19 |
|
|
2019
Q3 | $697K | Sell |
1,788
-36
| -2% | -$14K | 0.25% | 17 |
|
|
2019
Q2 | $663K | Buy |
1,824
+4
| +0.2% | +$1.45K | 0.26% | 15 |
|
|
2019
Q1 | $546K | Buy |
1,820
+60
| +3% | +$18K | 0.22% | 16 |
|
|
2018
Q4 | $461K | Hold |
1,760
| – | – | 0.21% | 17 |
|
|
2018
Q3 | $609K | Hold |
1,760
| – | – | 0.36% | 15 |
|
|
2018
Q2 | $520K | Hold |
1,760
| – | – | 0.23% | 18 |
|
|
2018
Q1 | $595K | Hold |
1,760
| – | – | 0.29% | 15 |
|
|
2017
Q4 | $565K | Hold |
1,760
| – | – | 0.28% | 15 |
|
|
2017
Q3 | $546K | Hold |
1,760
| – | – | 0.27% | 14 |
|
|
2017
Q2 | $489K | Hold |
1,760
| – | – | 0.25% | 14 |
|
|
2017
Q1 | $471K | Hold |
1,760
| – | – | 0.25% | 13 |
|
|
2016
Q4 | $440K | Sell |
1,760
-271
| -13% | -$67.8K | 0.26% | 14 |
|
|
2016
Q3 | $487K | Buy |
2,031
+271
| +15% | +$65K | 0.28% | 16 |
|
|
2016
Q2 | $437K | Hold |
1,760
| – | – | 0.25% | 16 |
|
|
2016
Q1 | $390K | Hold |
1,760
| – | – | 0.23% | 18 |
|
|
2015
Q4 | $382K | Hold |
1,760
| – | – | 0.23% | 22 |
|
|
2015
Q3 | $365K | Hold |
1,760
| – | – | 0.23% | 18 |
|
|
2015
Q2 | $327K | Hold |
1,760
| – | – | 0.19% | 22 |
|
|
2015
Q1 | $357K | Hold |
1,760
| – | – | 0.21% | 24 |
|
|
2014
Q4 | $339K | Sell |
1,760
-149
| -8% | -$28.7K | 0.2% | 25 |
|
|
2014
Q3 | $349K | Buy |
1,909
+66
| +4% | +$12.1K | 0.2% | 28 |
|
|
2014
Q2 | $296K | Buy |
1,843
+83
| +5% | +$13.3K | 0.2% | 21 |
|
|
2014
Q1 | $287K | Hold |
1,760
| – | – | 0.19% | 18 |
|
|
2013
Q4 | $262K | Hold |
1,760
| – | – | 0.18% | 20 |
|
|
2013
Q3 | $224K | Buy |
+1,760
| New | +$224K | 0.17% | 24 |
|