Icon Wealth Partners’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.32M | Sell |
5,672
-621
| -10% | -$254K | 0.26% | 76 |
|
|
2023
Q2 | $2.9M | Sell |
6,293
-1,461
| -19% | -$673K | 0.31% | 66 |
|
|
2023
Q1 | $3.67M | Buy |
+7,754
| New | +$3.67M | 0.4% | 61 |
|
|
2022
Q2 | $3.52M | Sell |
8,177
-176
| -2% | -$75.7K | 0.42% | 62 |
|
|
2022
Q1 | $3.69M | Buy |
8,353
+119
| +1% | +$52.5K | 0.37% | 72 |
|
|
2021
Q4 | $2.93M | Sell |
8,234
-1,542
| -16% | -$548K | 0.29% | 85 |
|
|
2021
Q3 | $3.37M | Buy |
9,776
+99
| +1% | +$34.2K | 0.36% | 75 |
|
|
2021
Q2 | $3.66M | Sell |
9,677
-1,214
| -11% | -$459K | 0.39% | 70 |
|
|
2021
Q1 | $4.02M | Buy |
10,891
+1,416
| +15% | +$523K | 0.5% | 52 |
|
|
2020
Q4 | $3.36M | Buy |
9,475
+833
| +10% | +$296K | 0.53% | 51 |
|
|
2020
Q3 | $3.31M | Buy |
8,642
+5,563
| +181% | +$2.13M | 0.64% | 42 |
|
|
2020
Q2 | $1.12M | Buy |
+3,079
| New | +$1.12M | 0.27% | 70 |
|
|
2019
Q2 | – | Sell |
-186
| Closed | -$56K | – | 511 |
|
|
2019
Q1 | $56K | Buy |
+186
| New | +$56K | 0.02% | 343 |
|
|
2018
Q4 | – | Sell |
-480
| Closed | -$166K | – | 237 |
|
|
2018
Q3 | $166K | Buy |
480
+289
| +151% | +$99.9K | 0.07% | 193 |
|
|
2018
Q2 | $56K | Buy |
+191
| New | +$56K | 0.02% | 359 |
|
|
2018
Q1 | – | Sell |
-289
| Closed | -$93K | – | 529 |
|
|
2017
Q4 | $93K | Buy |
+289
| New | +$93K | 0.05% | 287 |
|