Perennial Investment Advisors’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 | $408K | Sell |
882
-16
| -2% | -$7.41K | 0.04% | 282 |
|
|
2025
Q1 | $401K | Buy |
898
+43
| +5% | +$19.2K | 0.05% | 263 |
|
|
2024
Q4 | $415K | Buy |
855
+148
| +21% | +$71.8K | 0.05% | 249 |
|
|
2024
Q3 | $414K | Sell |
707
-33
| -4% | -$19.3K | 0.05% | 237 |
|
|
2024
Q2 | $346K | Sell |
740
-11
| -1% | -$5.14K | 0.05% | 258 |
|
|
2024
Q1 | $341K | Hold |
751
| – | – | 0.05% | 238 |
|
|
2023
Q4 | $340K | Sell |
751
-80
| -10% | -$36.3K | 0.06% | 225 |
|
|
2023
Q3 | $340K | Sell |
831
-16
| -2% | -$6.54K | 0.06% | 217 |
|
|
2023
Q2 | $390K | Sell |
847
-41
| -5% | -$18.9K | 0.07% | 203 |
|
|
2023
Q1 | $420K | Buy |
888
+99
| +13% | +$46.8K | 0.08% | 196 |
|
|
2022
Q4 | $384K | Buy |
789
+16
| +2% | +$7.78K | 0.16% | 127 |
|
|
2022
Q3 | $298K | Sell |
773
-475
| -38% | -$183K | 0.14% | 133 |
|
|
2022
Q2 | $536K | Buy |
1,248
+500
| +67% | +$215K | 0.21% | 92 |
|
|
2022
Q1 | $328K | Sell |
748
-528
| -41% | -$232K | 0.1% | 159 |
|
|
2021
Q4 | $454K | Buy |
1,276
+2
| +0.2% | +$712 | 0.14% | 129 |
|
|
2021
Q3 | $439K | Buy |
1,274
+78
| +7% | +$26.9K | 0.16% | 124 |
|
|
2021
Q2 | $453K | Buy |
1,196
+18
| +2% | +$6.82K | 0.17% | 118 |
|
|
2021
Q1 | $435K | Buy |
1,178
+471
| +67% | +$174K | 0.17% | 112 |
|
|
2020
Q4 | $251K | Sell |
707
-19
| -3% | -$6.75K | 0.11% | 134 |
|
|
2020
Q3 | $278K | Sell |
726
-149
| -17% | -$57.1K | 0.14% | 115 |
|
|
2020
Q2 | $319K | Sell |
875
-38
| -4% | -$13.9K | 0.22% | 94 |
|
|
2020
Q1 | $308K | Sell |
913
-3
| -0.3% | -$1.01K | 0.27% | 80 |
|
|
2019
Q4 | $357K | Buy |
+916
| New | +$357K | 0.28% | 82 |
|