Nicolet Advisory Services’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Buy |
1,318
+284
| +27% | +$120K | 0.05% | 203 |
|
|
2025
Q1 | $479K | Sell |
1,034
-5
| -0.5% | -$2.32K | 0.05% | 196 |
|
|
2024
Q4 | $486K | Sell |
1,039
-29
| -3% | -$13.6K | 0.04% | 203 |
|
|
2024
Q3 | $647K | Hold |
1,068
| – | – | 0.06% | 166 |
|
|
2024
Q2 | $492K | Buy |
1,068
+16
| +2% | +$7.38K | 0.05% | 201 |
|
|
2024
Q1 | $471K | Buy |
1,052
+10
| +1% | +$4.48K | 0.05% | 188 |
|
|
2023
Q4 | $476K | Buy |
1,042
+5
| +0.5% | +$2.28K | 0.05% | 170 |
|
|
2023
Q3 | $416K | Sell |
1,037
-16
| -2% | -$6.42K | 0.05% | 177 |
|
|
2023
Q2 | $486K | Sell |
1,053
-160
| -13% | -$73.9K | 0.05% | 159 |
|
|
2023
Q1 | $595K | Buy |
1,213
+200
| +20% | +$98K | 0.07% | 134 |
|
|
2022
Q4 | $469K | Buy |
1,013
+299
| +42% | +$138K | 0.06% | 131 |
|
|
2022
Q3 | $293K | Sell |
714
-70
| -9% | -$28.7K | 0.05% | 140 |
|
|
2022
Q2 | $331K | Buy |
784
+50
| +7% | +$21.1K | 0.05% | 129 |
|
|
2022
Q1 | $339K | Hold |
734
| – | – | 0.04% | 133 |
|
|
2021
Q4 | $261K | Sell |
734
-17
| -2% | -$6.05K | 0.03% | 164 |
|
|
2021
Q3 | $259K | Buy |
751
+18
| +2% | +$6.21K | 0.03% | 169 |
|
|
2021
Q2 | $277K | Hold |
733
| – | – | 0.04% | 151 |
|
|
2021
Q1 | $271K | Hold |
733
| – | – | 0.04% | 142 |
|
|
2020
Q4 | $260K | Sell |
733
-78
| -10% | -$27.7K | 0.04% | 148 |
|
|
2020
Q3 | $311K | Sell |
811
-4
| -0.5% | -$1.53K | 0.05% | 123 |
|
|
2020
Q2 | $297K | Buy |
815
+4
| +0.5% | +$1.46K | 0.05% | 152 |
|
|
2020
Q1 | $275K | Sell |
811
-20
| -2% | -$6.78K | 0.05% | 149 |
|
|
2019
Q4 | $324K | Sell |
831
-43
| -5% | -$16.8K | 0.05% | 127 |
|
|
2019
Q3 | $341K | Sell |
874
-45
| -5% | -$17.6K | 0.05% | 117 |
|
|
2019
Q2 | $334K | Buy |
919
+23
| +3% | +$8.36K | 0.05% | 114 |
|
|
2019
Q1 | $269K | Buy |
+896
| New | +$269K | 0.05% | 125 |
|