THWM
Taylor Hoffman Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,057
| Closed | -$795K | – | 118 |
|
|
2022
Q3 | $795K | Buy |
2,057
+25
| +1% | +$9.66K | 0.42% | 69 |
|
|
2022
Q2 | $881K | Hold |
2,032
| – | – | 0.43% | 70 |
|
|
2022
Q1 | $897K | Sell |
2,032
-111
| -5% | -$49K | 0.36% | 77 |
|
|
2021
Q4 | $762K | Hold |
2,143
| – | – | 0.29% | 80 |
|
|
2021
Q3 | $745K | Hold |
2,143
| – | – | 0.32% | 80 |
|
|
2021
Q2 | $811K | Sell |
2,143
-22
| -1% | -$8.33K | 0.35% | 78 |
|
|
2021
Q1 | $800K | Buy |
2,165
+22
| +1% | +$8.13K | 0.37% | 74 |
|
|
2020
Q4 | $761K | Buy |
2,143
+67
| +3% | +$23.8K | 0.39% | 71 |
|
|
2020
Q3 | $796K | Sell |
2,076
-11
| -0.5% | -$4.22K | 0.47% | 68 |
|
|
2020
Q2 | $762K | Hold |
2,087
| – | – | 0.48% | 72 |
|
|
2020
Q1 | $707K | Sell |
2,087
-49
| -2% | -$16.6K | 0.68% | 58 |
|
|
2019
Q4 | $832K | Sell |
2,136
-70
| -3% | -$27.3K | 0.54% | 59 |
|
|
2019
Q3 | $860K | Buy |
2,206
+66
| +3% | +$25.7K | 0.61% | 52 |
|
|
2019
Q2 | $778K | Hold |
2,140
| – | – | 0.63% | 54 |
|
|
2019
Q1 | $642K | Hold |
2,140
| – | – | 0.48% | 66 |
|
|
2018
Q4 | $560K | Hold |
2,140
| – | – | 0.5% | 55 |
|
|
2018
Q3 | $740K | Hold |
2,140
| – | – | 0.58% | 49 |
|
|
2018
Q2 | $632K | Hold |
2,140
| – | – | 0.55% | 54 |
|
|
2018
Q1 | $723K | Sell |
2,140
-102
| -5% | -$34.5K | 0.66% | 47 |
|
|
2017
Q4 | $720K | Buy |
+2,242
| New | +$720K | 0.69% | 43 |
|