MSA
Marino Stram & Associates’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
6,784
+112
| +2% | +$51.9K | 0.63% | 27 |
|
|
2025
Q1 | $2.98M | Sell |
6,672
-53
| -0.8% | -$23.7K | 0.66% | 26 |
|
|
2024
Q4 | $3.27M | Buy |
6,725
+5
| +0.1% | +$2.43K | 0.72% | 24 |
|
|
2024
Q3 | $3.93M | Buy |
6,720
+63
| +0.9% | +$36.8K | 0.88% | 20 |
|
|
2024
Q2 | $3.11M | Sell |
6,657
-12
| -0.2% | -$5.61K | 0.76% | 23 |
|
|
2024
Q1 | $3.03M | Buy |
6,669
+173
| +3% | +$78.7K | 0.72% | 25 |
|
|
2023
Q4 | $2.94M | Sell |
6,496
-4
| -0.1% | -$1.81K | 0.76% | 23 |
|
|
2023
Q3 | $2.66M | Buy |
6,500
+66
| +1% | +$27K | 0.78% | 21 |
|
|
2023
Q2 | $2.96M | Sell |
6,434
-59
| -0.9% | -$27.2K | 0.84% | 18 |
|
|
2023
Q1 | $3.07M | Buy |
6,493
+94
| +1% | +$44.4K | 0.93% | 16 |
|
|
2022
Q4 | $3.11M | Buy |
6,399
+40
| +0.6% | +$19.5K | 0.98% | 16 |
|
|
2022
Q3 | $2.46M | Buy |
6,359
+155
| +2% | +$59.9K | 0.89% | 17 |
|
|
2022
Q2 | $2.67M | Buy |
6,204
+27
| +0.4% | +$11.6K | 0.92% | 19 |
|
|
2022
Q1 | $2.73M | Buy |
6,177
+17
| +0.3% | +$7.51K | 0.86% | 21 |
|
|
2021
Q4 | $2.19M | Buy |
6,160
+177
| +3% | +$62.9K | 0.67% | 29 |
|
|
2021
Q3 | $2.07M | Buy |
+5,983
| New | +$2.07M | 0.71% | 27 |
|
|
2021
Q2 | – | Sell |
-5,564
| Closed | -$2.06M | – | 280 |
|
|
2021
Q1 | $2.06M | Buy |
5,564
+437
| +9% | +$161K | 0.8% | 24 |
|
|
2020
Q4 | $1.82M | Buy |
5,127
+304
| +6% | +$108K | 0.81% | 25 |
|
|
2020
Q3 | $1.85M | Buy |
4,823
+130
| +3% | +$49.8K | 0.99% | 24 |
|
|
2020
Q2 | $1.71M | Buy |
4,693
+1,087
| +30% | +$397K | 1.02% | 21 |
|
|
2020
Q1 | $1.22M | Buy |
3,606
+403
| +13% | +$137K | 0.94% | 22 |
|
|
2019
Q4 | $1.25M | Buy |
3,203
+182
| +6% | +$70.9K | 0.82% | 22 |
|
|
2019
Q3 | $1.18M | Buy |
3,021
+96
| +3% | +$37.4K | 0.83% | 22 |
|
|
2019
Q2 | $1.06M | Buy |
2,925
+402
| +16% | +$146K | 0.78% | 25 |
|
|
2019
Q1 | $757K | Buy |
2,523
+277
| +12% | +$83.1K | 0.55% | 35 |
|
|
2018
Q4 | $618K | Buy |
2,246
+1
| +0% | +$275 | 0.54% | 39 |
|
|
2018
Q3 | $777K | Sell |
2,245
-13
| -0.6% | -$4.5K | 0.62% | 33 |
|
|
2018
Q2 | $667K | Sell |
2,258
-123
| -5% | -$36.3K | 0.59% | 35 |
|
|
2018
Q1 | $805K | Buy |
2,381
+342
| +17% | +$116K | 0.74% | 30 |
|
|
2017
Q4 | $655K | Buy |
+2,039
| New | +$655K | 0.6% | 37 |
|