Meristem Family Wealth’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $796K | Sell |
1,803
-447
| -20% | -$197K | 0.09% | 138 |
|
|
2021
Q4 | $800K | Sell |
2,250
-694
| -24% | -$247K | 0.07% | 166 |
|
|
2021
Q3 | $1.02M | Buy |
2,944
+732
| +33% | +$253K | 0.1% | 130 |
|
|
2021
Q2 | $837K | Buy |
2,212
+1,200
| +119% | +$454K | 0.13% | 108 |
|
|
2021
Q1 | $374K | Buy |
1,012
+14
| +1% | +$5.17K | 0.08% | 159 |
|
|
2020
Q4 | $354K | Sell |
998
-5
| -0.5% | -$1.77K | 0.08% | 153 |
|
|
2020
Q3 | $384K | Buy |
1,003
+2
| +0.2% | +$766 | 0.1% | 124 |
|
|
2020
Q2 | $365K | Buy |
1,001
+2
| +0.2% | +$729 | 0.1% | 123 |
|
|
2020
Q1 | $339K | Sell |
999
-8
| -0.8% | -$2.72K | 0.1% | 124 |
|
|
2019
Q4 | $392K | Sell |
1,007
-22
| -2% | -$8.56K | 0.1% | 125 |
|
|
2019
Q3 | $401K | Buy |
1,029
+117
| +13% | +$45.6K | 0.11% | 114 |
|
|
2019
Q2 | $332K | Hold |
912
| – | – | 0.1% | 114 |
|
|
2019
Q1 | $274K | Buy |
912
+5
| +0.6% | +$1.5K | 0.09% | 112 |
|
|
2018
Q4 | $237K | Sell |
907
-38
| -4% | -$9.93K | 0.09% | 111 |
|
|
2018
Q3 | $327K | Buy |
945
+75
| +9% | +$26K | 0.11% | 96 |
|
|
2018
Q2 | $257K | Buy |
+870
| New | +$257K | 0.09% | 112 |
|