Great Valley Advisor Group’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 | $5.03M | Sell |
10,862
-21,122
| -66% | -$9.78M | 0.11% | 173 |
|
|
2025
Q1 | $14.3M | Sell |
31,984
-6,935
| -18% | -$3.1M | 0.31% | 86 |
|
|
2024
Q4 | $18.9M | Buy |
38,919
+2,206
| +6% | +$1.07M | 0.42% | 61 |
|
|
2024
Q3 | $21.5M | Sell |
36,713
-742
| -2% | -$434K | 0.53% | 45 |
|
|
2024
Q2 | $17.5M | Buy |
37,455
+2,512
| +7% | +$1.17M | 0.49% | 53 |
|
|
2024
Q1 | $15.9M | Buy |
34,943
+6,771
| +24% | +$3.08M | 0.48% | 52 |
|
|
2023
Q4 | $12.8M | Buy |
28,172
+1,305
| +5% | +$591K | 0.45% | 57 |
|
|
2023
Q3 | $11M | Buy |
26,867
+3,806
| +17% | +$1.56M | 0.46% | 58 |
|
|
2023
Q2 | $10.6M | Buy |
23,061
+2,244
| +11% | +$1.03M | 0.45% | 58 |
|
|
2023
Q1 | $9.84M | Buy |
20,817
+6,145
| +42% | +$2.9M | 0.46% | 56 |
|
|
2022
Q4 | $7.14M | Sell |
14,672
-170
| -1% | -$82.7K | 0.36% | 65 |
|
|
2022
Q3 | $5.73M | Sell |
14,842
-6
| -0% | -$2.32K | 0.32% | 76 |
|
|
2022
Q2 | $6.38M | Buy |
14,848
+1,795
| +14% | +$772K | 0.35% | 75 |
|
|
2022
Q1 | $5.42M | Buy |
13,053
+613
| +5% | +$255K | 0.32% | 85 |
|
|
2021
Q4 | $4.38M | Buy |
12,440
+233
| +2% | +$82.1K | 0.27% | 97 |
|
|
2021
Q3 | $4.21M | Buy |
12,207
+466
| +4% | +$161K | 0.29% | 88 |
|
|
2021
Q2 | $4.41M | Buy |
11,741
+1,222
| +12% | +$459K | 0.33% | 77 |
|
|
2021
Q1 | $3.89M | Buy |
10,519
+219
| +2% | +$80.9K | 0.37% | 56 |
|
|
2020
Q4 | $3.66M | Buy |
10,300
+3,329
| +48% | +$1.18M | 0.38% | 62 |
|
|
2020
Q3 | $2.67M | Sell |
6,971
-278
| -4% | -$107K | 0.33% | 71 |
|
|
2020
Q2 | $2.65M | Buy |
7,249
+511
| +8% | +$187K | 0.43% | 59 |
|
|
2020
Q1 | $2.28M | Sell |
6,738
-40
| -0.6% | -$13.6K | 0.6% | 44 |
|
|
2019
Q4 | $2.64M | Sell |
6,778
-590
| -8% | -$230K | 0.59% | 45 |
|
|
2019
Q3 | $2.88M | Sell |
7,368
-215
| -3% | -$83.9K | 0.69% | 35 |
|
|
2019
Q2 | $2.76M | Buy |
7,583
+2,821
| +59% | +$1.03M | 0.69% | 38 |
|
|
2019
Q1 | $1.43M | Buy |
4,762
+927
| +24% | +$278K | 0.45% | 61 |
|
|
2018
Q4 | $1M | Buy |
+3,835
| New | +$1M | 0.38% | 70 |
|