Simon Quick Advisors’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $961K | Buy |
2,075
+828
| +66% | +$384K | 0.04% | 260 |
|
|
2025
Q1 | $557K | Buy |
1,247
+168
| +16% | +$75.1K | 0.03% | 276 |
|
|
2024
Q4 | $524K | Buy |
1,079
+133
| +14% | +$64.6K | 0.03% | 236 |
|
|
2024
Q3 | $553K | Buy |
946
+178
| +23% | +$104K | 0.03% | 222 |
|
|
2024
Q2 | $359K | Buy |
768
+277
| +56% | +$129K | 0.03% | 263 |
|
|
2024
Q1 | $223K | Buy |
491
+16
| +3% | +$7.28K | 0.02% | 370 |
|
|
2023
Q4 | $215K | Buy |
+475
| New | +$215K | 0.02% | 302 |
|
|
2022
Q2 | – | Sell |
-102
| Closed | -$45K | – | 301 |
|
|
2022
Q1 | $45K | Buy |
102
+97
| +1,940% | +$42.8K | 0.01% | 221 |
|
|
2021
Q4 | $2K | Sell |
5
-102
| -95% | -$40.8K | ﹤0.01% | 353 |
|
|
2021
Q3 | $36K | Sell |
107
-43
| -29% | -$14.5K | 0.01% | 283 |
|
|
2021
Q2 | $56K | Hold |
150
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $55K | Sell |
150
-184
| -55% | -$67.5K | 0.02% | 235 |
|
|
2020
Q4 | $119K | Buy |
334
+250
| +298% | +$89.1K | 0.04% | 131 |
|
|
2020
Q3 | $32K | Buy |
+84
| New | +$32K | 0.01% | 254 |
|
|
2020
Q1 | – | Sell |
-5
| Closed | -$2K | – | 612 |
|
|
2019
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 608 |
|
|
2019
Q3 | – | Sell |
-24
| Closed | -$8.73K | – | 457 |
|
|
2019
Q2 | $8.73K | Buy |
+24
| New | +$8.73K | ﹤0.01% | 236 |
|
|
2018
Q3 | – | Sell |
-26
| Closed | -$7K | – | 324 |
|
|
2018
Q2 | $7K | Sell |
26
-10
| -28% | -$2.69K | ﹤0.01% | 278 |
|
|
2018
Q1 | $12K | Sell |
36
-10
| -22% | -$3.33K | 0.01% | 231 |
|
|
2017
Q4 | $16K | Buy |
+46
| New | +$16K | 0.01% | 303 |
|