JWM
Janiczek Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.17M | Sell |
2,506
-594
| -19% | -$277K | 0.25% | 42 |
|
|
2024
Q1 | $1.41M | Sell |
3,100
-886
| -22% | -$403K | 0.3% | 39 |
|
|
2023
Q4 | $1.81M | Buy |
3,986
+37
| +0.9% | +$16.8K | 0.44% | 24 |
|
|
2023
Q3 | $1.61M | Buy |
3,949
+687
| +21% | +$281K | 0.43% | 26 |
|
|
2023
Q2 | $1.5M | Buy |
3,262
+22
| +0.7% | +$10.1K | 0.41% | 25 |
|
|
2023
Q1 | $1.58M | Sell |
3,240
-42
| -1% | -$20.5K | 0.45% | 23 |
|
|
2022
Q4 | $1.52M | Buy |
3,282
+42
| +1% | +$19.4K | 0.43% | 26 |
|
|
2022
Q3 | $1.33M | Buy |
3,240
+440
| +16% | +$180K | 0.43% | 26 |
|
|
2022
Q2 | $1.16M | Sell |
2,800
-14
| -0.5% | -$5.8K | 0.34% | 31 |
|
|
2022
Q1 | $1.24M | Buy |
2,814
+68
| +2% | +$30K | 0.34% | 30 |
|
|
2021
Q4 | $976K | Buy |
2,746
+5
| +0.2% | +$1.78K | 0.29% | 33 |
|
|
2021
Q3 | $946K | Buy |
2,741
+4
| +0.1% | +$1.38K | 0.33% | 31 |
|
|
2021
Q2 | $1.04M | Sell |
2,737
-560
| -17% | -$212K | 0.38% | 29 |
|
|
2021
Q1 | $1.22M | Buy |
3,297
+35
| +1% | +$12.9K | 0.49% | 24 |
|
|
2020
Q4 | $1.16M | Sell |
3,262
-1
| -0% | -$355 | 0.56% | 20 |
|
|
2020
Q3 | $1.25M | Buy |
3,263
+57
| +2% | +$21.9K | 0.67% | 18 |
|
|
2020
Q2 | $1.17M | Buy |
3,206
+7
| +0.2% | +$2.56K | 0.66% | 18 |
|
|
2020
Q1 | $1.08M | Hold |
3,199
| – | – | 0.61% | 18 |
|
|
2019
Q4 | $1.25M | Buy |
3,199
+26
| +0.8% | +$10.1K | 0.56% | 18 |
|
|
2019
Q3 | $1.24M | Hold |
3,173
| – | – | 0.56% | 18 |
|
|
2019
Q2 | $1.15M | Hold |
3,173
| – | – | 0.54% | 19 |
|
|
2019
Q1 | $952K | Sell |
3,173
-148
| -4% | -$44.4K | 0.45% | 20 |
|
|
2018
Q4 | $870K | Hold |
3,321
| – | – | 0.44% | 20 |
|
|
2018
Q3 | $1.15M | Sell |
3,321
-865
| -21% | -$299K | 0.6% | 15 |
|
|
2018
Q2 | $1.24M | Buy |
4,186
+2,646
| +172% | +$782K | 0.65% | 14 |
|
|
2018
Q1 | $520K | Hold |
1,540
| – | – | 0.29% | 19 |
|
|
2017
Q4 | $494K | Hold |
1,540
| – | – | 0.27% | 18 |
|
|
2017
Q3 | $478K | Hold |
1,540
| – | – | 0.27% | 21 |
|
|
2017
Q2 | $428K | Hold |
1,540
| – | – | 0.25% | 20 |
|
|
2017
Q1 | $412K | Buy |
1,540
+228
| +17% | +$61K | 0.24% | 20 |
|
|
2016
Q4 | $328K | Buy |
+1,312
| New | +$328K | 0.15% | 21 |
|