GCA
Gradient Capital Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $854K | Sell |
1,843
-5
| -0.3% | -$2.32K | 0.25% | 70 |
|
|
2025
Q1 | $826K | Sell |
1,848
-190
| -9% | -$84.9K | 0.27% | 69 |
|
|
2024
Q4 | $990K | Sell |
2,038
-8
| -0.4% | -$3.89K | 0.32% | 61 |
|
|
2024
Q3 | $1.2M | Buy |
2,046
+40
| +2% | +$23.4K | 0.4% | 55 |
|
|
2024
Q2 | $937K | Buy |
2,006
+66
| +3% | +$30.8K | 0.33% | 60 |
|
|
2024
Q1 | $883K | Sell |
1,940
-7
| -0.4% | -$3.18K | 0.32% | 67 |
|
|
2023
Q4 | $883K | Buy |
1,947
+26
| +1% | +$11.8K | 0.34% | 67 |
|
|
2023
Q3 | $786K | Buy |
1,921
+15
| +0.8% | +$6.14K | 0.33% | 66 |
|
|
2023
Q2 | $878K | Buy |
1,906
+54
| +3% | +$24.9K | 0.35% | 63 |
|
|
2023
Q1 | $875K | Buy |
1,852
+20
| +1% | +$9.45K | 0.37% | 62 |
|
|
2022
Q4 | $891K | Buy |
1,832
+85
| +5% | +$41.3K | 0.4% | 60 |
|
|
2022
Q3 | $675K | Buy |
1,747
+33
| +2% | +$12.8K | 0.32% | 70 |
|
|
2022
Q2 | $737K | Buy |
1,714
+49
| +3% | +$21.1K | 0.35% | 62 |
|
|
2022
Q1 | $735K | Buy |
1,665
+149
| +10% | +$65.8K | 0.31% | 67 |
|
|
2021
Q4 | $539K | Sell |
1,516
-12
| -0.8% | -$4.27K | 0.22% | 78 |
|
|
2021
Q3 | $527K | Sell |
1,528
-557
| -27% | -$192K | 0.24% | 74 |
|
|
2021
Q2 | $789K | Sell |
2,085
-120
| -5% | -$45.4K | 0.37% | 58 |
|
|
2021
Q1 | $815K | Sell |
2,205
-564
| -20% | -$208K | 0.43% | 51 |
|
|
2020
Q4 | $983K | Sell |
2,769
-275
| -9% | -$97.6K | 0.56% | 41 |
|
|
2020
Q3 | $1.17M | Buy |
3,044
+279
| +10% | +$107K | 0.73% | 35 |
|
|
2020
Q2 | $1.01M | Buy |
2,765
+97
| +4% | +$35.4K | 0.68% | 38 |
|
|
2020
Q1 | $904K | Buy |
2,668
+362
| +16% | +$123K | 0.73% | 36 |
|
|
2019
Q4 | $898K | Buy |
2,306
+145
| +7% | +$56.5K | 0.63% | 36 |
|
|
2019
Q3 | $843K | Buy |
2,161
+158
| +8% | +$61.6K | 0.63% | 38 |
|
|
2019
Q2 | $728K | Buy |
+2,003
| New | +$728K | 0.56% | 44 |
|