LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
2,539
+25
| +1% | +$11.6K | 0.01% | 147 |
|
|
2025
Q1 | $1.17M | Sell |
2,514
-20
| -0.8% | -$9.27K | 0.01% | 148 |
|
|
2024
Q4 | $1.28M | Hold |
2,534
| – | – | 0.01% | 151 |
|
|
2024
Q3 | $1.43M | Sell |
2,534
-18
| -0.7% | -$10.2K | 0.01% | 146 |
|
|
2024
Q2 | $1.2M | Sell |
2,552
-749
| -23% | -$351K | 0.01% | 142 |
|
|
2024
Q1 | $1.52M | Sell |
3,301
-45
| -1% | -$20.8K | 0.02% | 124 |
|
|
2023
Q4 | $1.44M | Buy |
3,346
+902
| +37% | +$387K | 0.01% | 133 |
|
|
2023
Q3 | $1.12M | Buy |
2,444
+1,937
| +382% | +$887K | 0.01% | 142 |
|
|
2023
Q2 | $233K | Buy |
507
+127
| +33% | +$58.4K | ﹤0.01% | 282 |
|
|
2023
Q1 | $180K | Hold |
380
| – | – | ﹤0.01% | 285 |
|
|
2022
Q4 | $185K | Hold |
380
| – | – | ﹤0.01% | 286 |
|
|
2022
Q3 | $147K | Sell |
380
-20
| -5% | -$7.74K | ﹤0.01% | 309 |
|
|
2022
Q2 | $172K | Buy |
400
+87
| +28% | +$37.4K | ﹤0.01% | 308 |
|
|
2022
Q1 | $138K | Hold |
313
| – | – | ﹤0.01% | 345 |
|
|
2021
Q4 | $111K | Hold |
313
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $108K | Hold |
313
| – | – | ﹤0.01% | 376 |
|
|
2021
Q2 | $118K | Buy |
+313
| New | +$118K | ﹤0.01% | 383 |
|
|
2021
Q1 | – | Sell |
-238
| Closed | -$84K | – | 533 |
|
|
2020
Q4 | $84K | Buy |
238
+205
| +621% | +$72.4K | ﹤0.01% | 371 |
|
|
2020
Q3 | $13K | Hold |
33
| – | – | ﹤0.01% | 499 |
|
|
2020
Q2 | $12K | Hold |
33
| – | – | ﹤0.01% | 490 |
|
|
2020
Q1 | $11K | Hold |
33
| – | – | ﹤0.01% | 531 |
|
|
2019
Q4 | $13K | Hold |
33
| – | – | ﹤0.01% | 569 |
|
|
2019
Q3 | $13K | Hold |
33
| – | – | ﹤0.01% | 549 |
|
|
2019
Q2 | $12K | Hold |
33
| – | – | ﹤0.01% | 550 |
|
|
2019
Q1 | $10K | Sell |
33
-44
| -57% | -$13.3K | ﹤0.01% | 559 |
|
|
2018
Q4 | $20K | Buy |
77
+44
| +133% | +$11.4K | ﹤0.01% | 520 |
|
|
2018
Q3 | $11K | Hold |
33
| – | – | ﹤0.01% | 531 |
|
|
2018
Q2 | $10K | Hold |
33
| – | – | ﹤0.01% | 548 |
|
|
2018
Q1 | $11K | Sell |
33
-27
| -45% | -$9K | ﹤0.01% | 578 |
|
|
2017
Q4 | $19K | Hold |
60
| – | – | ﹤0.01% | 524 |
|
|
2017
Q3 | $19K | Buy |
60
+33
| +122% | +$10.5K | ﹤0.01% | 512 |
|
|
2017
Q2 | $8K | Buy |
+27
| New | +$8K | ﹤0.01% | 560 |
|
|
2015
Q4 | – | Sell |
-54
| Closed | -$10K | – | 660 |
|
|
2015
Q3 | $10K | Hold |
54
| – | – | ﹤0.01% | 545 |
|
|
2015
Q2 | $10K | Hold |
54
| – | – | ﹤0.01% | 545 |
|
|
2015
Q1 | $11K | Hold |
54
| – | – | ﹤0.01% | 553 |
|
|
2014
Q4 | $10K | Hold |
54
| – | – | ﹤0.01% | 556 |
|
|
2014
Q3 | $10K | Sell |
54
-300
| -85% | -$55.6K | ﹤0.01% | 539 |
|
|
2014
Q2 | $57K | Buy |
+354
| New | +$57K | ﹤0.01% | 421 |
|