MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-972
| Closed | -$441K | – | 39 |
|
|
2023
Q4 | $441K | Buy |
+972
| New | +$441K | 2.54% | 14 |
|
|
2023
Q2 | – | Sell |
-193
| Closed | -$91K | – | 24 |
|
|
2023
Q1 | $91K | Buy |
193
+43
| +29% | +$20.3K | 2.44% | 4 |
|
|
2022
Q4 | $73K | Buy |
+150
| New | +$73K | 0.64% | 18 |
|
|
2021
Q1 | – | Sell |
-275
| Closed | -$98K | – | 22 |
|
|
2020
Q4 | $98K | Buy |
+275
| New | +$98K | 0.09% | 14 |
|
|
2014
Q4 | $29K | Hold |
150
| – | – | 0.06% | 87 |
|
|
2014
Q3 | $27K | Buy |
150
+60
| +67% | +$10.8K | 0.08% | 103 |
|
|
2014
Q2 | $14K | Sell |
90
-50
| -36% | -$7.78K | 0.04% | 152 |
|
|
2014
Q1 | $23K | Buy |
140
+100
| +250% | +$16.4K | 0.06% | 114 |
|
|
2013
Q4 | $6K | Hold |
40
| – | – | 0.01% | 219 |
|
|
2013
Q3 | $5K | Hold |
40
| – | – | 0.01% | 241 |
|
|
2013
Q2 | $4K | Buy |
+40
| New | +$4K | 0.01% | 195 |
|