PWAG
Polaris Wealth Advisory Group’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $18.4M | Sell |
45,104
-1,740
| -4% | -$712K | 1.4% | 21 |
|
|
2023
Q2 | $21.6M | Sell |
46,844
-1,499
| -3% | -$690K | 1.64% | 20 |
|
|
2023
Q1 | $22.9M | Sell |
48,343
-8,954
| -16% | -$4.23M | 1.69% | 19 |
|
|
2022
Q4 | $26.5M | Sell |
57,297
-5,896
| -9% | -$2.73M | 1.98% | 15 |
|
|
2022
Q3 | $25.9M | Sell |
63,193
-1,559
| -2% | -$639K | 2.16% | 14 |
|
|
2022
Q2 | $27.8M | Buy |
64,752
+63,945
| +7,924% | +$27.5M | 2.23% | 15 |
|
|
2022
Q1 | $376K | Hold |
807
| – | – | 0.03% | 132 |
|
|
2021
Q4 | $287K | Sell |
807
-100,402
| -99% | -$35.7M | 0.02% | 150 |
|
|
2021
Q3 | $35.6M | Buy |
101,209
+100,402
| +12,441% | +$35.3M | 2.13% | 10 |
|
|
2021
Q2 | $307K | Sell |
807
-101
| -11% | -$38.4K | 0.02% | 141 |
|
|
2021
Q1 | $351K | Buy |
908
+101
| +13% | +$39K | 0.02% | 139 |
|
|
2020
Q4 | $271K | Sell |
807
-36,549
| -98% | -$12.3M | 0.02% | 158 |
|
|
2020
Q3 | $14.3M | Buy |
37,356
+36,497
| +4,249% | +$14M | 1.35% | 30 |
|
|
2020
Q2 | $310K | Hold |
859
| – | – | 0.02% | 119 |
|
|
2020
Q1 | $291K | Sell |
859
-10
| -1% | -$3.39K | 0.03% | 105 |
|
|
2019
Q4 | $370K | Sell |
869
-88
| -9% | -$37.5K | 0.02% | 121 |
|
|
2019
Q3 | $362K | Buy |
957
+90
| +10% | +$34K | 0.03% | 124 |
|
|
2019
Q2 | $313K | Hold |
867
| – | – | 0.02% | 120 |
|
|
2019
Q1 | $264K | Sell |
867
-44
| -5% | -$13.4K | 0.02% | 139 |
|
|
2018
Q4 | $239K | Buy |
911
+44
| +5% | +$11.5K | 0.02% | 130 |
|
|
2018
Q3 | $300K | Buy |
867
+160
| +23% | +$55.4K | 0.02% | 128 |
|
|
2018
Q2 | $239K | Sell |
707
-110
| -13% | -$37.2K | 0.02% | 95 |
|
|
2018
Q1 | $276K | Hold |
817
| – | – | 0.02% | 122 |
|
|
2017
Q4 | $262K | Buy |
817
+50
| +7% | +$16K | 0.02% | 124 |
|
|
2017
Q3 | $238K | Buy |
+767
| New | +$238K | 0.02% | 133 |
|