Schaper Benz & Wise Investment Counsel’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-390
| Closed | -$228K | – | 151 |
|
|
2024
Q3 | $228K | Buy |
+390
| New | +$228K | 0.02% | 145 |
|
|
2024
Q1 | – | Sell |
-640
| Closed | -$290K | – | 145 |
|
|
2023
Q4 | $290K | Hold |
640
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $262K | Hold |
640
| – | – | 0.03% | 123 |
|
|
2023
Q2 | $295K | Buy |
640
+5
| +0.8% | +$2.3K | 0.03% | 119 |
|
|
2023
Q1 | $300K | Buy |
635
+70
| +12% | +$33.1K | 0.03% | 120 |
|
|
2022
Q4 | $275K | Buy |
+565
| New | +$275K | 0.03% | 123 |
|