MCIA
Mountain Capital Investment Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-403
| Closed | -$228K | – | 66 |
|
|
2024
Q3 | $228K | Buy |
+403
| New | +$228K | 0.05% | 47 |
|
|
2024
Q1 | – | Sell |
-2,067
| Closed | -$948K | – | 60 |
|
|
2023
Q4 | $948K | Sell |
2,067
-86
| -4% | -$39.4K | 0.32% | 23 |
|
|
2023
Q3 | $958K | Sell |
2,153
-2,102
| -49% | -$935K | 0.36% | 19 |
|
|
2023
Q2 | $1.94M | Sell |
4,255
-81
| -2% | -$37K | 0.73% | 16 |
|
|
2023
Q1 | $2.13M | Buy |
4,336
+163
| +4% | +$80.2K | 0.94% | 33 |
|
|
2022
Q4 | $1.93M | Buy |
4,173
+352
| +9% | +$163K | 0.88% | 43 |
|
|
2022
Q3 | $1.68M | Buy |
3,821
+49
| +1% | +$21.6K | 0.88% | 30 |
|
|
2022
Q2 | $1.59M | Buy |
3,772
+74
| +2% | +$31.2K | 0.8% | 41 |
|
|
2022
Q1 | $1.72M | Sell |
3,698
-53
| -1% | -$24.6K | 0.81% | 37 |
|
|
2021
Q4 | $1.37M | Buy |
3,751
+859
| +30% | +$313K | 0.62% | 55 |
|
|
2021
Q3 | $1.02M | Buy |
2,892
+47
| +2% | +$16.6K | 0.54% | 70 |
|
|
2021
Q2 | $1.08M | Sell |
2,845
-1,053
| -27% | -$400K | 0.5% | 64 |
|
|
2021
Q1 | $1.51M | Buy |
3,898
+281
| +8% | +$109K | 0.76% | 34 |
|
|
2020
Q4 | $1.22M | Sell |
3,617
-370
| -9% | -$125K | 0.74% | 35 |
|
|
2020
Q3 | $1.55M | Buy |
3,987
+2,927
| +276% | +$1.14M | 1% | 29 |
|
|
2020
Q2 | $375K | Buy |
1,060
+68
| +7% | +$24.1K | 0.17% | 37 |
|
|
2020
Q1 | $368K | Buy |
992
+390
| +65% | +$145K | 0.19% | 31 |
|
|
2019
Q4 | $248K | Buy |
602
+51
| +9% | +$21K | 0.11% | 39 |
|
|
2019
Q3 | $215K | Buy |
551
+3
| +0.5% | +$1.17K | 0.19% | 43 |
|
|
2019
Q2 | $207K | Buy |
+548
| New | +$207K | 0.19% | 45 |
|
|
2019
Q1 | – | Sell |
-806
| Closed | -$211K | – | 46 |
|
|
2018
Q4 | $211K | Sell |
806
-661
| -45% | -$173K | 0.29% | 28 |
|
|
2018
Q3 | $507K | Sell |
1,467
-150
| -9% | -$51.8K | 0.49% | 19 |
|
|
2018
Q2 | $478K | Sell |
1,617
-50
| -3% | -$14.8K | 0.47% | 18 |
|
|
2018
Q1 | $563K | Buy |
+1,667
| New | +$563K | 0.61% | 16 |
|
|
2017
Q4 | – | Sell |
-161
| Closed | -$50K | – | 249 |
|
|
2017
Q3 | $50K | Buy |
161
+1
| +0.6% | +$311 | 0.04% | 122 |
|
|
2017
Q2 | $44K | Buy |
+160
| New | +$44K | 0.04% | 140 |
|