MWM
Modera Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
32,333
+971
| +3% | +$450K | 0.19% | 97 |
|
|
2025
Q1 | $14M | Sell |
31,362
-1,308
| -4% | -$584K | 0.19% | 101 |
|
|
2024
Q4 | $15.9M | Sell |
32,670
-2,856
| -8% | -$1.39M | 0.19% | 94 |
|
|
2024
Q3 | $20.8M | Sell |
35,526
-6,770
| -16% | -$3.96M | 0.26% | 77 |
|
|
2024
Q2 | $19.8M | Buy |
42,296
+112
| +0.3% | +$52.3K | 0.29% | 75 |
|
|
2024
Q1 | $19.2M | Buy |
42,184
+347
| +0.8% | +$158K | 0.29% | 73 |
|
|
2023
Q4 | $19M | Sell |
41,837
-630
| -1% | -$286K | 0.31% | 73 |
|
|
2023
Q3 | $17.4M | Buy |
42,467
+1,658
| +4% | +$678K | 0.33% | 71 |
|
|
2023
Q2 | $18.8M | Buy |
40,809
+31,860
| +356% | +$14.7M | 0.34% | 68 |
|
|
2023
Q1 | $4.23M | Sell |
8,949
-193
| -2% | -$91.2K | 0.16% | 64 |
|
|
2022
Q4 | $4.45M | Buy |
9,142
+1
| +0% | +$486 | 0.18% | 57 |
|
|
2022
Q3 | $3.53M | Buy |
9,141
+40
| +0.4% | +$15.5K | 0.18% | 61 |
|
|
2022
Q2 | $3.91M | Buy |
9,101
+1,676
| +23% | +$721K | 0.19% | 65 |
|
|
2022
Q1 | $3.28M | Sell |
7,425
-62
| -0.8% | -$27.4K | 0.15% | 74 |
|
|
2021
Q4 | $2.66M | Buy |
7,487
+3,496
| +88% | +$1.24M | 0.1% | 95 |
|
|
2021
Q3 | $1.38M | Sell |
3,991
-22
| -0.5% | -$7.59K | 0.07% | 90 |
|
|
2021
Q2 | $1.52M | Buy |
4,013
+18
| +0.5% | +$6.81K | 0.08% | 82 |
|
|
2021
Q1 | $1.48M | Sell |
3,995
-231
| -5% | -$85.3K | 0.1% | 76 |
|
|
2020
Q4 | $1.5M | Buy |
4,226
+131
| +3% | +$46.5K | 0.12% | 71 |
|
|
2020
Q3 | $1.57M | Buy |
4,095
+3
| +0.1% | +$1.15K | 0.23% | 39 |
|
|
2020
Q2 | $1.49M | Sell |
4,092
-25
| -0.6% | -$9.12K | 0.24% | 39 |
|
|
2020
Q1 | $1.4M | Sell |
4,117
-10
| -0.2% | -$3.39K | 0.29% | 37 |
|
|
2019
Q4 | $1.61M | Sell |
4,127
-66
| -2% | -$25.7K | 0.25% | 34 |
|
|
2019
Q3 | $1.64M | Sell |
4,193
-37
| -0.9% | -$14.4K | 0.27% | 32 |
|
|
2019
Q2 | $1.54M | Buy |
4,230
+13
| +0.3% | +$4.73K | 0.28% | 34 |
|
|
2019
Q1 | $1.27M | Buy |
4,217
+195
| +5% | +$58.5K | 0.24% | 39 |
|
|
2018
Q4 | $1.05M | Sell |
4,022
-13
| -0.3% | -$3.4K | 0.21% | 42 |
|
|
2018
Q3 | $1.4M | Sell |
4,035
-222
| -5% | -$76.8K | 0.28% | 35 |
|
|
2018
Q2 | $1.26M | Sell |
4,257
-110
| -3% | -$32.5K | 0.27% | 36 |
|
|
2018
Q1 | $1.48M | Buy |
4,367
+146
| +3% | +$49.3K | 0.31% | 29 |
|
|
2017
Q4 | $1.36M | Sell |
4,221
-531
| -11% | -$170K | 0.29% | 31 |
|
|
2017
Q3 | $1.47M | Sell |
4,752
-586
| -11% | -$182K | 0.33% | 29 |
|
|
2017
Q2 | $1.48M | Sell |
5,338
-853
| -14% | -$237K | 0.36% | 28 |
|
|
2017
Q1 | $1.66M | Sell |
6,191
-113
| -2% | -$30.2K | 0.42% | 25 |
|
|
2016
Q4 | $1.58M | Sell |
6,304
-769
| -11% | -$192K | 0.53% | 21 |
|
|
2016
Q3 | $1.7M | Buy |
7,073
+1,308
| +23% | +$314K | 0.57% | 20 |
|
|
2016
Q2 | $1.43M | Sell |
5,765
-1,483
| -20% | -$368K | 0.5% | 20 |
|
|
2016
Q1 | $1.61M | Buy |
7,248
+4,621
| +176% | +$1.02M | 0.56% | 20 |
|
|
2015
Q4 | $570K | Hold |
2,627
| – | – | 0.23% | 35 |
|
|
2015
Q3 | $545K | Sell |
2,627
-96
| -4% | -$19.9K | 0.23% | 33 |
|
|
2015
Q2 | $506K | Buy |
2,723
+10
| +0.4% | +$1.86K | 0.2% | 40 |
|
|
2015
Q1 | $551K | Hold |
2,713
| – | – | 0.21% | 40 |
|
|
2014
Q4 | $522K | Hold |
2,713
| – | – | 0.2% | 44 |
|
|
2014
Q3 | $496K | Buy |
+2,713
| New | +$496K | 0.21% | 40 |
|