Parsec Financial Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $14.9M | Buy |
31,448
+756
| +2% | +$357K | 0.63% | 43 |
|
|
2022
Q4 | $14.9M | Buy |
30,692
+1,111
| +4% | +$540K | 0.66% | 44 |
|
|
2022
Q3 | $11.4M | Buy |
29,581
+2,779
| +10% | +$1.07M | 0.57% | 48 |
|
|
2022
Q2 | $11.5M | Buy |
26,802
+2,932
| +12% | +$1.26M | 0.56% | 48 |
|
|
2022
Q1 | $10.5M | Buy |
23,870
+3,056
| +15% | +$1.35M | 0.45% | 55 |
|
|
2021
Q4 | $7.4M | Buy |
20,814
+282
| +1% | +$100K | 0.31% | 66 |
|
|
2021
Q3 | $6.94M | Buy |
20,532
+8,946
| +77% | +$3.03M | 0.3% | 66 |
|
|
2021
Q2 | $4.38M | Buy |
11,586
+3,862
| +50% | +$1.46M | 0.21% | 79 |
|
|
2021
Q1 | $2.85M | Buy |
+7,724
| New | +$2.85M | 0.15% | 105 |
|
|
2020
Q1 | – | Sell |
-522
| Closed | -$203K | – | 246 |
|
|
2019
Q4 | $203K | Buy |
+522
| New | +$203K | 0.01% | 248 |
|