Halpern Financial’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $155K | Hold |
257
| – | – | 0.04% | 59 |
|
|
2024
Q2 | $120K | Hold |
257
| – | – | 0.03% | 64 |
|
|
2024
Q1 | $115K | Sell |
257
-50
| -16% | -$22.4K | 0.03% | 64 |
|
|
2023
Q4 | $141K | Buy |
307
+100
| +48% | +$45.9K | 0.04% | 61 |
|
|
2023
Q3 | $84.7K | Hold |
207
| – | – | 0.03% | 65 |
|
|
2023
Q2 | $95.3K | Hold |
207
| – | – | 0.03% | 62 |
|
|
2023
Q1 | $97.9K | Sell |
207
-200
| -49% | -$94.5K | 0.04% | 61 |
|
|
2022
Q4 | $198K | Sell |
407
-82
| -17% | -$39.9K | 0.07% | 45 |
|
|
2022
Q3 | $189K | Hold |
489
| – | – | 0.07% | 46 |
|
|
2022
Q2 | $210K | Hold |
489
| – | – | 0.08% | 49 |
|
|
2022
Q1 | $216K | Sell |
489
-75
| -13% | -$33.1K | 0.08% | 59 |
|
|
2021
Q4 | $200K | Buy |
564
+400
| +244% | +$142K | 0.09% | 42 |
|
|
2021
Q3 | $56.6K | Buy |
+164
| New | +$56.6K | 0.03% | 70 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$5.84K | – | 178 |
|
|
2019
Q4 | $5.84K | Buy |
+15
| New | +$5.84K | ﹤0.01% | 141 |
|