IPG Investment Advisors’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
Sell
-557
Closed -$256K 171
2023
Q2
$256K Buy
557
+5
+0.9% +$2.3K 0.06% 141
2023
Q1
$261K Sell
552
-45
-8% -$21.3K 0.06% 130
2022
Q4
$290K Buy
597
+45
+8% +$21.9K 0.08% 102
2022
Q3
$213K Hold
552
0.06% 113
2022
Q2
$237K Sell
552
-605
-52% -$260K 0.06% 128
2022
Q1
$511K Buy
1,157
+106
+10% +$46.8K 0.1% 93
2021
Q4
$374K Buy
+1,051
New +$374K 0.07% 130
2021
Q2
Sell
-2,406
Closed -$889K 192
2021
Q1
$889K Sell
2,406
-73
-3% -$27K 0.17% 89
2020
Q4
$880K Sell
2,479
-73
-3% -$25.9K 0.2% 67
2020
Q3
$978K Sell
2,552
-40
-2% -$15.3K 0.28% 56
2020
Q2
$946K Hold
2,592
0.32% 47
2020
Q1
$879K Buy
2,592
+15
+0.6% +$5.08K 0.37% 49
2019
Q4
$1M Sell
2,577
-1,331
-34% -$518K 0.32% 51
2019
Q3
$1.52M Sell
3,908
-124
-3% -$48.4K 0.53% 42
2019
Q2
$1.47M Sell
4,032
-32
-0.8% -$11.6K 0.53% 40
2019
Q1
$1.22M Hold
4,064
0.42% 42
2018
Q4
$1.06M Hold
4,064
0.41% 40
2018
Q3
$1.41M Sell
4,064
-280
-6% -$96.9K 0.45% 35
2018
Q2
$1.28M Hold
4,344
0.45% 36
2018
Q1
$1.47M Sell
4,344
-360
-8% -$122K 0.48% 34
2017
Q4
$1.51M Sell
4,704
-173
-4% -$55.5K 0.63% 31
2017
Q3
$1.51M Sell
4,877
-117
-2% -$36.3K 0.52% 33
2017
Q2
$1.39M Sell
4,994
-386
-7% -$107K 0.56% 31
2017
Q1
$1.44M Buy
5,380
+33
+0.6% +$8.83K 0.65% 27
2016
Q4
$1.34M Buy
+5,347
New +$1.34M 0.54% 37