SWM
Sculati Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-442
| Closed | -$201K | – | 105 |
|
|
2024
Q1 | $201K | Sell |
442
-229
| -34% | -$104K | 0.09% | 100 |
|
|
2023
Q4 | $304K | Sell |
671
-147
| -18% | -$66.6K | 0.14% | 88 |
|
|
2023
Q3 | $335K | Sell |
818
-125
| -13% | -$51.1K | 0.17% | 80 |
|
|
2023
Q2 | $434K | Sell |
943
-26
| -3% | -$12K | 0.22% | 78 |
|
|
2023
Q1 | $458K | Sell |
969
-390
| -29% | -$184K | 0.24% | 77 |
|
|
2022
Q4 | $661K | Sell |
1,359
-2,547
| -65% | -$1.24M | 0.37% | 72 |
|
|
2022
Q3 | $1.51M | Sell |
3,906
-198
| -5% | -$76.5K | 0.89% | 38 |
|
|
2022
Q2 | $1.77M | Buy |
4,104
+74
| +2% | +$31.8K | 1.01% | 32 |
|
|
2022
Q1 | $1.78M | Buy |
4,030
+186
| +5% | +$82.1K | 0.87% | 40 |
|
|
2021
Q4 | $1.37M | Buy |
3,844
+240
| +7% | +$85.3K | 0.66% | 47 |
|
|
2021
Q3 | $1.24M | Buy |
3,604
+166
| +5% | +$57.3K | 0.66% | 48 |
|
|
2021
Q2 | $1.3M | Buy |
3,438
+203
| +6% | +$76.8K | 0.69% | 46 |
|
|
2021
Q1 | $1.2M | Buy |
3,235
+327
| +11% | +$121K | 0.69% | 47 |
|
|
2020
Q4 | $1.03M | Buy |
2,908
+40
| +1% | +$14.2K | 0.68% | 44 |
|
|
2020
Q3 | $1.1M | Buy |
2,868
+276
| +11% | +$106K | 0.82% | 41 |
|
|
2020
Q2 | $946K | Buy |
2,592
+1,712
| +195% | +$625K | 0.8% | 41 |
|
|
2020
Q1 | $298K | Buy |
+880
| New | +$298K | 0.33% | 65 |
|