JSAM
J. Safra Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-602
| Closed | -$291K | – | 339 |
|
|
2024
Q4 | $291K | Buy |
602
+267
| +80% | +$129K | 0.02% | 97 |
|
|
2024
Q3 | $195K | Buy |
335
+76
| +29% | +$44.3K | 0.02% | 78 |
|
|
2024
Q2 | $121K | Buy |
259
+169
| +188% | +$78.9K | 0.01% | 83 |
|
|
2024
Q1 | $40.9K | Sell |
90
-97
| -52% | -$44.1K | ﹤0.01% | 99 |
|
|
2023
Q4 | $84.8K | Sell |
187
-35
| -16% | -$15.9K | 0.01% | 74 |
|
|
2023
Q3 | $90.8K | Hold |
222
| – | – | 0.01% | 71 |
|
|
2023
Q2 | $102K | Hold |
222
| – | – | 0.01% | 81 |
|
|
2023
Q1 | $105K | Buy |
+222
| New | +$105K | 0.02% | 80 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | – | – | 71 |
|
|
2022
Q2 | $0 | Sell |
75
-2
| -3% | – | ﹤0.01% | 91 |
|
|
2022
Q1 | $0 | Buy |
+77
| New | – | ﹤0.01% | 95 |
|