Ropes Wealth Advisors’s Lockheed Martin LMT Stock Holding History

Ropes Wealth Advisors’s Portfolio LMT Stock Details LMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	$853K	Sell	2,085 -9	-0.4%	-$3.68K	0.17%	113
2023 Q2	$964K	Buy	2,094 +33	+2%	+$15.2K	0.16%	120
2023 Q1	$974K	Sell	2,061 -134	-6%	-$63.3K	0.18%	122
2022 Q4	$1.07M	Buy	2,195 +111	+5%	+$54K	0.19%	110
2022 Q3	$805K	Hold	2,084	–	–	0.17%	116
2022 Q2	$896K	Sell	2,084 -70	-3%	-$30.1K	0.18%	117
2022 Q1	$951K	Sell	2,154 -131	-6%	-$57.8K	0.16%	128
2021 Q4	$812K	Buy	2,285 +993	+77%	+$353K	0.14%	123
2021 Q3	$446K	Sell	1,292 -347	-21%	-$120K	0.07%	187
2021 Q2	$620K	Sell	1,639 -13	-0.8%	-$4.92K	0.1%	158
2021 Q1	$641K	Sell	1,652 -981	-37%	-$381K	0.11%	147
2020 Q4	$935K	Buy	2,633 +61	+2%	+$21.7K	0.15%	101
2020 Q3	$986K	Sell	2,572 -62	-2%	-$23.8K	0.19%	89
2020 Q2	$961K	Buy	2,634 +130	+5%	+$47.4K	0.2%	83
2020 Q1	$849K	Hold	2,504	–	–	0.21%	84
2019 Q4	$975K	Sell	2,504 -186	-7%	-$72.4K	0.21%	93
2019 Q3	$1.05M	Hold	2,690	–	–	0.22%	87
2019 Q2	$978K	Sell	2,690 -578	-18%	-$210K	0.21%	88
2019 Q1	$981K	Sell	3,268 -22	-0.7%	-$6.6K	0.26%	88
2018 Q4	$861K	Sell	3,290 -1,575	-32%	-$412K	0.25%	92
2018 Q3	$1.68M	Buy	4,865 +659	+16%	+$228K	0.42%	58
2018 Q2	$1.24M	Hold	4,206	–	–	0.34%	72
2018 Q1	$1.42M	Hold	4,206	–	–	0.39%	64
2017 Q4	$1.35M	Buy	4,206 +156	+4%	+$50.1K	0.35%	69
2017 Q3	$1.26M	Buy	4,050 +420	+12%	+$130K	0.34%	68
2017 Q2	$1.01M	Buy	3,630 +21	+0.6%	+$5.83K	0.29%	80
2017 Q1	$966K	Buy	3,609 +361	+11%	+$96.6K	0.28%	79
2016 Q4	$812K	Hold	3,248	–	–	0.25%	83
2016 Q3	$779K	Buy	3,248 +488	+18%	+$117K	0.26%	82
2016 Q2	$685K	Buy	2,760 +1,012	+58%	+$251K	0.24%	90
2016 Q1	$387K	Hold	1,748	–	–	0.17%	101
2015 Q4	$380K	Sell	1,748 -500	-22%	-$109K	0.17%	102
2015 Q3	$466K	Buy	2,248 +500	+29%	+$104K	0.24%	70
2015 Q2	$325K	Hold	1,748	–	–	0.18%	96
2015 Q1	$355K	Buy	+1,748	New	+$355K	0.18%	95