Prudent Man Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,357
| Closed | -$625K | – | 209 |
|
|
2023
Q2 | $625K | Sell |
1,357
-19
| -1% | -$8.75K | 0.24% | 95 |
|
|
2023
Q1 | $650K | Sell |
1,376
-31
| -2% | -$14.6K | 0.25% | 92 |
|
|
2022
Q4 | $684K | Buy |
1,407
+17
| +1% | +$8.26K | 0.28% | 83 |
|
|
2022
Q3 | $537K | Sell |
1,390
-178
| -11% | -$68.8K | 0.25% | 88 |
|
|
2022
Q2 | $674K | Hold |
1,568
| – | – | 0.31% | 61 |
|
|
2022
Q1 | $692K | Sell |
1,568
-33
| -2% | -$14.6K | 0.28% | 73 |
|
|
2021
Q4 | $569K | Sell |
1,601
-261
| -14% | -$92.8K | 0.22% | 91 |
|
|
2021
Q3 | $643K | Buy |
1,862
+9
| +0.5% | +$3.11K | 0.24% | 83 |
|
|
2021
Q2 | $701K | Buy |
1,853
+17
| +0.9% | +$6.43K | 0.27% | 79 |
|
|
2021
Q1 | $678K | Buy |
1,836
+69
| +4% | +$25.5K | 0.28% | 75 |
|
|
2020
Q4 | $627K | Sell |
1,767
-30
| -2% | -$10.6K | 0.26% | 72 |
|
|
2020
Q3 | $689K | Buy |
1,797
+14
| +0.8% | +$5.37K | 0.37% | 60 |
|
|
2020
Q2 | $651K | Buy |
+1,783
| New | +$651K | 0.58% | 47 |
|