MAM
Marotta Asset Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
750
-15
| -2% | -$6.95K | 0.07% | 80 |
|
|
2025
Q1 | $447K | Buy |
765
+12
| +2% | +$7.02K | 0.09% | 81 |
|
|
2024
Q4 | $363K | Sell |
753
-12
| -2% | -$5.79K | 0.08% | 86 |
|
|
2024
Q3 | $447K | Sell |
765
-5
| -0.6% | -$2.92K | 0.09% | 81 |
|
|
2024
Q2 | $359K | Buy |
770
+8
| +1% | +$3.73K | 0.07% | 85 |
|
|
2024
Q1 | $347K | Sell |
762
-4
| -0.5% | -$1.82K | 0.07% | 82 |
|
|
2023
Q4 | $347K | Sell |
766
-66
| -8% | -$29.9K | 0.07% | 84 |
|
|
2023
Q3 | $340K | Hold |
832
| – | – | 0.08% | 81 |
|
|
2023
Q2 | $383K | Buy |
+832
| New | +$383K | 0.09% | 77 |
|
|
2022
Q4 | $405K | Buy |
832
+70
| +9% | +$34.1K | 0.1% | 74 |
|
|
2022
Q3 | $294K | Hold |
762
| – | – | 0.08% | 83 |
|
|
2022
Q2 | $330K | Sell |
762
-27
| -3% | -$11.7K | 0.08% | 82 |
|
|
2022
Q1 | $348K | Hold |
789
| – | – | 0.08% | 83 |
|
|
2021
Q4 | $280K | Buy |
789
+12
| +2% | +$4.27K | 0.06% | 91 |
|
|
2021
Q3 | $268K | Hold |
777
| – | – | 0.06% | 87 |
|
|
2021
Q2 | $295K | Buy |
777
+27
| +4% | +$10.3K | 0.07% | 83 |
|
|
2021
Q1 | $278K | Hold |
750
| – | – | 0.07% | 80 |
|
|
2020
Q4 | $266K | Hold |
750
| – | – | 0.07% | 69 |
|
|
2020
Q3 | $287K | Hold |
750
| – | – | 0.09% | 65 |
|
|
2020
Q2 | $274K | Hold |
750
| – | – | 0.09% | 69 |
|
|
2020
Q1 | $254K | Hold |
750
| – | – | 0.1% | 68 |
|
|
2019
Q4 | $318K | Buy |
+750
| New | +$318K | 0.1% | 72 |
|