MIM
Merrion Investment Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-495
| Closed | -$289K | – | 107 |
|
|
2024
Q3 | $289K | Buy |
495
+40
| +9% | +$23.4K | 0.19% | 88 |
|
|
2024
Q2 | $213K | Hold |
455
| – | – | 0.15% | 95 |
|
|
2024
Q1 | $208K | Hold |
455
| – | – | 0.15% | 96 |
|
|
2023
Q4 | $206K | Buy |
+455
| New | +$206K | 0.16% | 89 |
|
|
2023
Q3 | – | Sell |
-455
| Closed | -$209K | – | 100 |
|
|
2023
Q2 | $209K | Hold |
455
| – | – | 0.18% | 95 |
|
|
2023
Q1 | $215K | Buy |
+455
| New | +$215K | 0.21% | 85 |
|
|
2021
Q4 | – | Sell |
-956
| Closed | -$329K | – | 99 |
|
|
2021
Q3 | $329K | Sell |
956
-1,199
| -56% | -$413K | 0.25% | 70 |
|
|
2021
Q2 | $815K | Hold |
2,155
| – | – | 0.62% | 37 |
|
|
2021
Q1 | $796K | Sell |
2,155
-1,000
| -32% | -$369K | 0.66% | 34 |
|
|
2020
Q4 | $1.12M | Buy |
+3,155
| New | +$1.12M | 0.95% | 26 |
|