JIC
Joel Isaacson & Co’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Buy |
1,152
+3
| +0.3% | +$1.39K | 0.02% | 244 |
|
|
2025
Q1 | $513K | Buy |
1,149
+180
| +19% | +$80.4K | 0.02% | 236 |
|
|
2024
Q4 | $471K | Buy |
969
+16
| +2% | +$7.78K | 0.02% | 237 |
|
|
2024
Q3 | $557K | Sell |
953
-55
| -5% | -$32.2K | 0.03% | 205 |
|
|
2024
Q2 | $471K | Sell |
1,008
-117
| -10% | -$54.7K | 0.02% | 217 |
|
|
2024
Q1 | $512K | Buy |
1,125
+55
| +5% | +$25K | 0.03% | 207 |
|
|
2023
Q4 | $485K | Hold |
1,070
| – | – | 0.03% | 193 |
|
|
2023
Q3 | $438K | Buy |
1,070
+150
| +16% | +$61.3K | 0.03% | 198 |
|
|
2023
Q2 | $424K | Buy |
920
+117
| +15% | +$53.9K | 0.03% | 209 |
|
|
2023
Q1 | $380K | Sell |
803
-60
| -7% | -$28.4K | 0.03% | 217 |
|
|
2022
Q4 | $420K | Buy |
863
+60
| +7% | +$29.2K | 0.03% | 204 |
|
|
2022
Q3 | $310K | Buy |
803
+16
| +2% | +$6.18K | 0.03% | 222 |
|
|
2022
Q2 | $338K | Buy |
787
+4
| +0.5% | +$1.72K | 0.03% | 213 |
|
|
2022
Q1 | $366K | Hold |
783
| – | – | 0.03% | 224 |
|
|
2021
Q4 | $278K | Sell |
783
-106
| -12% | -$37.6K | 0.02% | 266 |
|
|
2021
Q3 | $307K | Sell |
889
-131
| -13% | -$45.2K | 0.02% | 250 |
|
|
2021
Q2 | $386K | Sell |
1,020
-26
| -2% | -$9.84K | 0.03% | 206 |
|
|
2021
Q1 | $387K | Hold |
1,046
| – | – | 0.03% | 188 |
|
|
2020
Q4 | $371K | Sell |
1,046
-8
| -0.8% | -$2.84K | 0.04% | 179 |
|
|
2020
Q3 | $404K | Buy |
1,054
+8
| +0.8% | +$3.07K | 0.05% | 144 |
|
|
2020
Q2 | $382K | Buy |
1,046
+34
| +3% | +$12.4K | 0.05% | 139 |
|
|
2020
Q1 | $343K | Buy |
1,012
+1
| +0.1% | +$339 | 0.06% | 125 |
|
|
2019
Q4 | $394K | Buy |
1,011
+1
| +0.1% | +$390 | 0.05% | 149 |
|
|
2019
Q3 | $394K | Sell |
1,010
-105
| -9% | -$41K | 0.06% | 141 |
|
|
2019
Q2 | $405K | Sell |
1,115
-41
| -4% | -$14.9K | 0.06% | 142 |
|
|
2019
Q1 | $347K | Buy |
1,156
+5
| +0.4% | +$1.5K | 0.05% | 160 |
|
|
2018
Q4 | $320K | Buy |
1,151
+55
| +5% | +$15.3K | 0.05% | 172 |
|
|
2018
Q3 | $379K | Hold |
1,096
| – | – | 0.06% | 148 |
|
|
2018
Q2 | $324K | Buy |
1,096
+349
| +47% | +$103K | 0.05% | 155 |
|
|
2018
Q1 | $252K | Hold |
747
| – | – | 0.04% | 167 |
|
|
2017
Q4 | $240K | Hold |
747
| – | – | 0.04% | 173 |
|
|
2017
Q3 | $232K | Buy |
747
+1
| +0.1% | +$311 | 0.04% | 168 |
|
|
2017
Q2 | $207K | Buy |
+746
| New | +$207K | 0.04% | 167 |
|
|
2017
Q1 | – | Sell |
-743
| Closed | -$186K | – | 369 |
|
|
2016
Q4 | $186K | Hold |
743
| – | – | 0.04% | 158 |
|
|
2016
Q3 | $178K | Sell |
743
-755
| -50% | -$181K | 0.04% | 172 |
|
|
2016
Q2 | $372K | Sell |
1,498
-106
| -7% | -$26.3K | 0.08% | 113 |
|
|
2016
Q1 | $355K | Sell |
1,604
-44
| -3% | -$9.74K | 0.08% | 123 |
|
|
2015
Q4 | $358K | Sell |
1,648
-121
| -7% | -$26.3K | 0.09% | 104 |
|
|
2015
Q3 | $367K | Sell |
1,769
-264
| -13% | -$54.8K | 0.1% | 92 |
|
|
2015
Q2 | $378K | Buy |
2,033
+188
| +10% | +$35K | 0.1% | 103 |
|
|
2015
Q1 | $374K | Buy |
1,845
+1,066
| +137% | +$216K | 0.09% | 106 |
|
|
2014
Q4 | $150K | Sell |
779
-24
| -3% | -$4.62K | 0.04% | 185 |
|
|
2014
Q3 | $147K | Buy |
803
+1
| +0.1% | +$183 | 0.04% | 164 |
|
|
2014
Q2 | $129K | Buy |
802
+1
| +0.1% | +$161 | 0.04% | 178 |
|
|
2014
Q1 | $131K | Buy |
801
+1
| +0.1% | +$164 | 0.04% | 171 |
|
|
2013
Q4 | $119K | Sell |
800
-48
| -6% | -$7.14K | 0.04% | 168 |
|
|
2013
Q3 | $108K | Buy |
848
+648
| +324% | +$82.5K | 0.04% | 166 |
|
|
2013
Q2 | $22K | Buy |
+200
| New | +$22K | 0.01% | 312 |
|