GIM
Groesbeck Investment Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $240K | Sell |
537
-159
| -23% | -$71.1K | 0.34% | 79 |
|
|
2024
Q4 | $338K | Hold |
696
| – | – | 0.44% | 67 |
|
|
2024
Q3 | $407K | Sell |
696
-367
| -35% | -$215K | 0.6% | 54 |
|
|
2024
Q2 | $497K | Sell |
1,063
-433
| -29% | -$202K | 0.69% | 52 |
|
|
2024
Q1 | $680K | Sell |
1,496
-164
| -10% | -$74.5K | 0.72% | 48 |
|
|
2023
Q4 | $752K | Hold |
1,660
| – | – | 1.04% | 32 |
|
|
2023
Q3 | $679K | Buy |
1,660
+201
| +14% | +$82.2K | 1.03% | 34 |
|
|
2023
Q2 | $672K | Sell |
1,459
-327
| -18% | -$151K | 1.02% | 33 |
|
|
2023
Q1 | $844K | Hold |
1,786
| – | – | 1.27% | 27 |
|
|
2022
Q4 | $869K | Hold |
1,786
| – | – | 1.46% | 25 |
|
|
2022
Q3 | $768K | Hold |
1,786
| – | – | 1.27% | 25 |
|
|
2022
Q2 | $768K | Sell |
1,786
-104
| -6% | -$44.7K | 1.27% | 25 |
|
|
2022
Q1 | $834K | Buy |
1,890
+25
| +1% | +$11K | 0.93% | 39 |
|
|
2021
Q4 | $663K | Sell |
1,865
-189
| -9% | -$67.2K | 0.84% | 41 |
|
|
2021
Q3 | $709K | Sell |
2,054
-397
| -16% | -$137K | 0.82% | 40 |
|
|
2021
Q2 | $927K | Buy |
2,451
+326
| +15% | +$123K | 1.18% | 29 |
|
|
2021
Q1 | $785K | Buy |
2,125
+300
| +16% | +$111K | 1.13% | 28 |
|
|
2020
Q4 | $648K | Sell |
1,825
-43
| -2% | -$15.3K | 1.06% | 36 |
|
|
2020
Q3 | $716K | Buy |
1,868
+352
| +23% | +$135K | 1.34% | 24 |
|
|
2020
Q2 | $553K | Buy |
1,516
+631
| +71% | +$230K | 1.1% | 38 |
|
|
2020
Q1 | $300K | Buy |
885
+295
| +50% | +$100K | 0.81% | 49 |
|
|
2019
Q4 | $230K | Buy |
590
+10
| +2% | +$3.9K | 0.17% | 95 |
|
|
2019
Q3 | $226K | Buy |
+580
| New | +$226K | 0.17% | 97 |
|