SWM
Sugarloaf Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $375K | Buy |
772
+36
| +5% | +$17.5K | 0.07% | 113 |
|
|
2024
Q3 | $430K | Buy |
736
+42
| +6% | +$24.5K | 0.08% | 104 |
|
|
2024
Q2 | $324K | Buy |
694
+1
| +0.1% | +$467 | 0.07% | 109 |
|
|
2024
Q1 | $315K | Buy |
693
+55
| +9% | +$25K | 0.07% | 110 |
|
|
2023
Q4 | $289K | Buy |
638
+9
| +1% | +$4.08K | 0.07% | 105 |
|
|
2023
Q3 | $257K | Buy |
629
+61
| +11% | +$24.9K | 0.07% | 105 |
|
|
2023
Q2 | $262K | Buy |
568
+35
| +7% | +$16.1K | 0.06% | 105 |
|
|
2023
Q1 | $252K | Buy |
533
+88
| +20% | +$41.7K | 0.06% | 111 |
|
|
2022
Q4 | $216K | Sell |
445
-234
| -34% | -$114K | 0.05% | 120 |
|
|
2022
Q3 | $263K | Buy |
679
+162
| +31% | +$62.7K | 0.07% | 105 |
|
|
2022
Q2 | $222K | Sell |
517
-5
| -1% | -$2.15K | 0.06% | 110 |
|
|
2022
Q1 | $230K | Sell |
522
-18
| -3% | -$7.93K | 0.05% | 112 |
|
|
2021
Q4 | $192K | Buy |
540
+99
| +22% | +$35.2K | 0.05% | 131 |
|
|
2021
Q3 | $152K | Sell |
441
-36
| -8% | -$12.4K | 0.04% | 153 |
|
|
2021
Q2 | $180K | Buy |
477
+92
| +24% | +$34.7K | 0.05% | 136 |
|
|
2021
Q1 | $142 | Hold |
385
| – | – | 0.04% | 147 |
|
|
2020
Q4 | $137K | Hold |
385
| – | – | 0.05% | 145 |
|
|
2020
Q3 | $147K | Buy |
385
+1
| +0.3% | +$382 | 0.05% | 129 |
|
|
2020
Q2 | $140K | Hold |
384
| – | – | 0.05% | 135 |
|
|
2020
Q1 | $130K | Hold |
384
| – | – | 0.06% | 134 |
|
|
2019
Q4 | $150K | Buy |
+384
| New | +$150K | 0.06% | 142 |
|