Global Wealth Management Investment Advisory’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-277
| Closed | -$125K | – | 309 |
|
|
2023
Q4 | $125K | Hold |
277
| – | – | 0.03% | 143 |
|
|
2023
Q3 | $113K | Hold |
277
| – | – | 0.03% | 147 |
|
|
2023
Q2 | $127K | Buy |
+277
| New | +$127K | 0.04% | 148 |
|
|
2022
Q3 | – | Sell |
-277
| Closed | -$119K | – | 323 |
|
|
2022
Q2 | $119K | Buy |
277
+195
| +238% | +$83.8K | 0.04% | 148 |
|
|
2022
Q1 | $36K | Sell |
82
-65
| -44% | -$28.5K | 0.01% | 210 |
|
|
2021
Q4 | $52K | Sell |
147
-200
| -58% | -$70.7K | 0.02% | 190 |
|
|
2021
Q3 | $120K | Buy |
347
+205
| +144% | +$70.9K | 0.04% | 162 |
|
|
2021
Q2 | $54K | Hold |
142
| – | – | 0.02% | 197 |
|
|
2021
Q1 | $52K | Buy |
142
+56
| +65% | +$20.5K | 0.02% | 197 |
|
|
2020
Q4 | $30K | Buy |
86
+4
| +5% | +$1.4K | 0.01% | 212 |
|
|
2020
Q3 | $31K | Hold |
82
| – | – | 0.01% | 199 |
|
|
2020
Q2 | $30K | Hold |
82
| – | – | 0.01% | 237 |
|
|
2020
Q1 | $28K | Hold |
82
| – | – | 0.01% | 220 |
|
|
2019
Q4 | $32K | Hold |
82
| – | – | 0.01% | 219 |
|
|
2019
Q3 | $32K | Sell |
82
-6
| -7% | -$2.34K | 0.01% | 207 |
|
|
2019
Q2 | $32K | Buy |
88
+7
| +9% | +$2.55K | 0.02% | 216 |
|
|
2019
Q1 | $24K | Sell |
81
-138
| -63% | -$40.9K | 0.01% | 286 |
|
|
2018
Q4 | $57K | Buy |
+219
| New | +$57K | 0.03% | 212 |
|