RSWM
Robertson Stephens Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
2,062
-305
| -13% | -$141K | 0.03% | 273 |
|
|
2025
Q1 | $1.06M | Sell |
2,367
-3,013
| -56% | -$1.35M | 0.04% | 256 |
|
|
2024
Q4 | $2.61M | Buy |
5,380
+3,003
| +126% | +$1.46M | 0.09% | 169 |
|
|
2024
Q3 | $1.39M | Buy |
2,377
+970
| +69% | +$567K | 0.05% | 243 |
|
|
2024
Q2 | $657K | Sell |
1,407
-217
| -13% | -$101K | 0.03% | 287 |
|
|
2024
Q1 | $739K | Sell |
1,624
-23
| -1% | -$10.5K | 0.04% | 277 |
|
|
2023
Q4 | $746K | Buy |
1,647
+91
| +6% | +$41.2K | 0.05% | 252 |
|
|
2023
Q3 | $636K | Sell |
1,556
-25
| -2% | -$10.2K | 0.04% | 263 |
|
|
2023
Q2 | $728K | Sell |
1,581
-83
| -5% | -$38.2K | 0.05% | 226 |
|
|
2023
Q1 | $787K | Buy |
1,664
+97
| +6% | +$45.9K | 0.06% | 229 |
|
|
2022
Q4 | $762K | Buy |
1,567
+104
| +7% | +$50.6K | 0.07% | 205 |
|
|
2022
Q3 | $565K | Sell |
1,463
-320
| -18% | -$124K | 0.06% | 206 |
|
|
2022
Q2 | $766K | Sell |
1,783
-22
| -1% | -$9.45K | 0.07% | 186 |
|
|
2022
Q1 | $796K | Buy |
1,805
+258
| +17% | +$114K | 0.07% | 211 |
|
|
2021
Q4 | $549K | Buy |
1,547
+149
| +11% | +$52.9K | 0.05% | 249 |
|
|
2021
Q3 | $482K | Sell |
1,398
-258
| -16% | -$89K | 0.05% | 208 |
|
|
2021
Q2 | $626K | Buy |
1,656
+245
| +17% | +$92.6K | 0.08% | 184 |
|
|
2021
Q1 | $521K | Buy |
1,411
+13
| +0.9% | +$4.8K | 0.08% | 175 |
|
|
2020
Q4 | $496K | Hold |
1,398
| – | – | 0.1% | 141 |
|
|
2020
Q3 | $535K | Sell |
1,398
-117
| -8% | -$44.8K | 0.13% | 127 |
|
|
2020
Q2 | $552K | Buy |
+1,515
| New | +$552K | 0.16% | 103 |
|