KS
Karpas Strategies’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $772K | Buy |
1,652
+6
| +0.4% | +$2.8K | 0.24% | 70 |
|
|
2024
Q1 | $749K | Buy |
1,646
+3
| +0.2% | +$1.37K | 0.23% | 66 |
|
|
2023
Q4 | $745K | Sell |
1,643
-216
| -12% | -$97.9K | 0.25% | 65 |
|
|
2023
Q3 | $760K | Buy |
1,859
+5
| +0.3% | +$2.04K | 0.28% | 66 |
|
|
2023
Q2 | $854K | Buy |
1,854
+4
| +0.2% | +$1.84K | 0.29% | 66 |
|
|
2023
Q1 | $875K | Buy |
1,850
+8
| +0.4% | +$3.78K | 0.31% | 66 |
|
|
2022
Q4 | $896K | Hold |
1,842
| – | – | 0.31% | 63 |
|
|
2022
Q3 | $712K | Buy |
1,842
+4
| +0.2% | +$1.55K | 0.27% | 64 |
|
|
2022
Q2 | $790K | Buy |
1,838
+4
| +0.2% | +$1.72K | 0.28% | 64 |
|
|
2022
Q1 | $810K | Buy |
1,834
+3
| +0.2% | +$1.33K | 0.26% | 68 |
|
|
2021
Q4 | $651K | Buy |
1,831
+1,102
| +151% | +$392K | 0.21% | 75 |
|
|
2021
Q3 | $238K | Hold |
729
| – | – | 0.08% | 108 |
|
|
2021
Q2 | $276K | Sell |
729
-60
| -8% | -$22.7K | 0.1% | 102 |
|
|
2021
Q1 | $292K | Buy |
+789
| New | +$292K | 0.11% | 97 |
|