Gerber Kawasaki Wealth & Investment 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
Q2 | $1.36M | Sell |
2,938
-77
| -3% | -$35.7K | 0.05% | 130 |
|
|
2025
Q1 | $1.35M | Sell |
3,015
-490
| -14% | -$219K | 0.06% | 126 |
|
|
2024
Q4 | $1.7M | Buy |
3,505
+344
| +11% | +$167K | 0.07% | 115 |
|
|
2024
Q3 | $1.85M | Sell |
3,161
-6
| -0.2% | -$3.51K | 0.09% | 109 |
|
|
2024
Q2 | $1.48M | Sell |
3,167
-54
| -2% | -$25.2K | 0.07% | 113 |
|
|
2024
Q1 | $1.47M | Sell |
3,221
-262
| -8% | -$119K | 0.08% | 117 |
|
|
2023
Q4 | $1.58M | Buy |
3,483
+112
| +3% | +$50.8K | 0.09% | 111 |
|
|
2023
Q3 | $1.38M | Buy |
3,371
+117
| +4% | +$47.9K | 0.09% | 110 |
|
|
2023
Q2 | $1.5M | Buy |
3,254
+267
| +9% | +$123K | 0.1% | 103 |
|
|
2023
Q1 | $1.41M | Sell |
2,987
-84
| -3% | -$39.7K | 0.11% | 103 |
|
|
2022
Q4 | $1.49M | Buy |
3,071
+9
| +0.3% | +$4.38K | 0.13% | 97 |
|
|
2022
Q3 | $1.18M | Buy |
3,062
+29
| +1% | +$11.2K | 0.11% | 106 |
|
|
2022
Q2 | $1.3M | Buy |
3,033
+5
| +0.2% | +$2.15K | 0.12% | 98 |
|
|
2022
Q1 | $1.34M | Buy |
3,028
+191
| +7% | +$84.3K | 0.11% | 95 |
|
|
2021
Q4 | $1.01M | Buy |
2,837
+2,761
| +3,633% | +$981K | 0.08% | 108 |
|
|
2021
Q3 | $76K | Sell |
76
-3,012
| -98% | -$3.01M | 0.01% | 271 |
|
|
2021
Q2 | $1.17M | Buy |
3,088
+163
| +6% | +$61.7K | 0.12% | 94 |
|
|
2021
Q1 | $1.08M | Sell |
2,925
-82
| -3% | -$30.3K | 0.13% | 91 |
|
|
2020
Q4 | $1.07M | Sell |
3,007
-383
| -11% | -$136K | 0.15% | 75 |
|
|
2020
Q3 | $1.3M | Buy |
3,390
+32
| +1% | +$12.3K | 0.28% | 54 |
|
|
2020
Q2 | $1.23M | Sell |
3,358
-235
| -7% | -$85.7K | 0.27% | 60 |
|
|
2020
Q1 | $1.22M | Sell |
3,593
-1,172
| -25% | -$397K | 0.35% | 58 |
|
|
2019
Q4 | $1.86M | Buy |
4,765
+19
| +0.4% | +$7.4K | 0.47% | 46 |
|
|
2019
Q3 | $1.85M | Buy |
4,746
+210
| +5% | +$81.9K | 0.53% | 41 |
|
|
2019
Q2 | $1.65M | Sell |
4,536
-90
| -2% | -$32.7K | 0.48% | 43 |
|
|
2019
Q1 | $1.39M | Sell |
4,626
-288
| -6% | -$86.4K | 0.41% | 46 |
|
|
2018
Q4 | $1.29M | Sell |
4,914
-63
| -1% | -$16.5K | 0.45% | 44 |
|
|
2018
Q3 | $1.73M | Sell |
4,977
-2,954
| -37% | -$1.03M | 0.47% | 41 |
|
|
2018
Q2 | $2.37M | Sell |
7,931
-6,160
| -44% | -$1.84M | 0.71% | 35 |
|
|
2018
Q1 | $4.76M | Sell |
14,091
-153
| -1% | -$51.7K | 1.53% | 21 |
|
|
2017
Q4 | $4.57M | Sell |
14,244
-26
| -0.2% | -$8.35K | 1.58% | 20 |
|
|
2017
Q3 | $4.53M | Sell |
14,270
-809
| -5% | -$257K | 1.65% | 20 |
|
|
2017
Q2 | $4.31M | Sell |
15,079
-116
| -0.8% | -$33.1K | 1.63% | 19 |
|
|
2017
Q1 | $4.06M | Sell |
15,195
-9,116
| -37% | -$2.43M | 1.74% | 19 |
|
|
2016
Q4 | $6.08M | Sell |
24,311
-2,496
| -9% | -$624K | 3.2% | 8 |
|
|
2016
Q3 | $6.43M | Sell |
26,807
-3,616
| -12% | -$867K | 3.73% | 7 |
|
|
2016
Q2 | $7.55M | Buy |
30,423
+27
| +0.1% | +$6.7K | 4.76% | 5 |
|
|
2016
Q1 | $6.73M | Buy |
30,396
+3,834
| +14% | +$849K | 4.65% | 5 |
|
|
2015
Q4 | $5.77M | Buy |
+26,562
| New | +$5.77M | 3.9% | 8 |
|