Private Wealth Advisors (Pennsylvania)’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.14M | Sell |
3,207
-655
| -17% | -$232K | 0.65% | 35 |
|
|
2020
Q3 | $1.48M | Hold |
3,862
| – | – | 0.95% | 26 |
|
|
2020
Q2 | $1.41M | Buy |
3,862
+40
| +1% | +$14.6K | 0.96% | 25 |
|
|
2020
Q1 | $1.47M | Buy |
3,822
+217
| +6% | +$83.2K | 1.11% | 25 |
|
|
2019
Q4 | $1.58M | Buy |
3,605
+122
| +4% | +$53.3K | 0.84% | 38 |
|
|
2019
Q3 | $1.36M | Sell |
3,483
-1,611
| -32% | -$629K | 0.69% | 42 |
|
|
2019
Q2 | $1.85M | Buy |
5,094
+241
| +5% | +$87.6K | 0.66% | 46 |
|
|
2019
Q1 | $1.46M | Buy |
4,853
+531
| +12% | +$159K | 0.54% | 52 |
|
|
2018
Q4 | $1.13M | Buy |
4,322
+420
| +11% | +$110K | 0.49% | 57 |
|
|
2018
Q3 | $1.35M | Buy |
3,902
+15
| +0.4% | +$5.19K | 0.5% | 58 |
|
|
2018
Q2 | $1.15M | Sell |
3,887
-10
| -0.3% | -$2.95K | 0.46% | 61 |
|
|
2018
Q1 | $1.32M | Buy |
3,897
+40
| +1% | +$13.5K | 0.53% | 56 |
|
|
2017
Q4 | $1.24M | Buy |
3,857
+80
| +2% | +$25.7K | 0.48% | 59 |
|
|
2017
Q3 | $1.17M | Hold |
3,777
| – | – | 0.48% | 61 |
|
|
2017
Q2 | $1.05M | Buy |
3,777
+168
| +5% | +$46.7K | 0.45% | 62 |
|
|
2017
Q1 | $966K | Buy |
3,609
+1,450
| +67% | +$388K | 0.43% | 64 |
|
|
2016
Q4 | $540K | Buy |
2,159
+265
| +14% | +$66.3K | 0.25% | 85 |
|
|
2016
Q3 | $454K | Buy |
1,894
+390
| +26% | +$93.5K | 0.22% | 91 |
|
|
2016
Q2 | $373K | Hold |
1,504
| – | – | 0.18% | 93 |
|
|
2016
Q1 | $333K | Hold |
1,504
| – | – | 0.18% | 96 |
|
|
2015
Q4 | $327K | Hold |
1,504
| – | – | 0.18% | 96 |
|
|
2015
Q3 | $312K | Hold |
1,504
| – | – | 0.16% | 115 |
|
|
2015
Q2 | $280K | Hold |
1,504
| – | – | 0.13% | 119 |
|
|
2015
Q1 | $305K | Hold |
1,504
| – | – | 0.14% | 114 |
|
|
2014
Q4 | $290K | Hold |
1,504
| – | – | 0.14% | 106 |
|
|
2014
Q3 | $275K | Hold |
1,504
| – | – | 0.14% | 107 |
|
|
2014
Q2 | $242K | Hold |
1,504
| – | – | 0.12% | 113 |
|
|
2014
Q1 | $246K | Hold |
1,504
| – | – | 0.13% | 109 |
|
|
2013
Q4 | $224K | Buy |
+1,504
| New | +$224K | 0.12% | 111 |
|