TWA
TCI Wealth Advisors’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Buy |
2,301
+805
| +54% | +$373K | 0.07% | 96 |
|
|
2025
Q1 | $668K | Sell |
1,496
-2
| -0.1% | -$893 | 0.05% | 106 |
|
|
2024
Q4 | $728K | Sell |
1,498
-334
| -18% | -$162K | 0.06% | 99 |
|
|
2024
Q3 | $1.07M | Sell |
1,832
-119
| -6% | -$69.6K | 0.09% | 81 |
|
|
2024
Q2 | $911K | Buy |
1,951
+15
| +0.8% | +$7.01K | 0.09% | 83 |
|
|
2024
Q1 | $881K | Sell |
1,936
-939
| -33% | -$427K | 0.09% | 82 |
|
|
2023
Q4 | $1.3M | Buy |
2,875
+1,110
| +63% | +$503K | 0.14% | 66 |
|
|
2023
Q3 | $722K | Buy |
1,765
+259
| +17% | +$106K | 0.09% | 85 |
|
|
2023
Q2 | $693K | Sell |
1,506
-5
| -0.3% | -$2.3K | 0.09% | 91 |
|
|
2023
Q1 | $714K | Sell |
1,511
-9
| -0.6% | -$4.26K | 0.09% | 84 |
|
|
2022
Q4 | $739K | Sell |
1,520
-12
| -0.8% | -$5.84K | 0.1% | 79 |
|
|
2022
Q3 | $592K | Sell |
1,532
-16
| -1% | -$6.18K | 0.1% | 85 |
|
|
2022
Q2 | $666K | Buy |
1,548
+70
| +5% | +$30.1K | 0.1% | 83 |
|
|
2022
Q1 | $652K | Sell |
1,478
-23
| -2% | -$10.1K | 0.1% | 88 |
|
|
2021
Q4 | $533K | Sell |
1,501
-11
| -0.7% | -$3.91K | 0.08% | 99 |
|
|
2021
Q3 | $522K | Sell |
1,512
-188
| -11% | -$64.9K | 0.08% | 99 |
|
|
2021
Q2 | $643K | Buy |
1,700
+11
| +0.7% | +$4.16K | 0.11% | 85 |
|
|
2021
Q1 | $624K | Sell |
1,689
-65
| -4% | -$24K | 0.26% | 73 |
|
|
2020
Q4 | $623K | Sell |
1,754
-1,420
| -45% | -$504K | 0.28% | 67 |
|
|
2020
Q3 | $1.22M | Buy |
3,174
+677
| +27% | +$260K | 0.48% | 44 |
|
|
2020
Q2 | $911K | Sell |
2,497
-78
| -3% | -$28.5K | 0.39% | 56 |
|
|
2020
Q1 | $873K | Buy |
2,575
+128
| +5% | +$43.4K | 0.43% | 55 |
|
|
2019
Q4 | $953K | Buy |
2,447
+11
| +0.5% | +$4.28K | 0.37% | 57 |
|
|
2019
Q3 | $950K | Buy |
2,436
+186
| +8% | +$72.5K | 0.42% | 57 |
|
|
2019
Q2 | $818K | Sell |
2,250
-256
| -10% | -$93.1K | 0.37% | 57 |
|
|
2019
Q1 | $752K | Buy |
2,506
+12
| +0.5% | +$3.6K | 0.33% | 62 |
|
|
2018
Q4 | $653K | Buy |
2,494
+23
| +0.9% | +$6.02K | 0.32% | 63 |
|
|
2018
Q3 | $855K | Sell |
2,471
-12
| -0.5% | -$4.15K | 0.36% | 60 |
|
|
2018
Q2 | $734K | Sell |
2,483
-183
| -7% | -$54.1K | 0.33% | 65 |
|
|
2018
Q1 | $901K | Sell |
2,666
-53
| -2% | -$17.9K | 0.42% | 59 |
|
|
2017
Q4 | $873K | Buy |
2,719
+50
| +2% | +$16.1K | 0.38% | 65 |
|
|
2017
Q3 | $828K | Sell |
2,669
-4
| -0.1% | -$1.24K | 0.41% | 59 |
|
|
2017
Q2 | $742K | Sell |
2,673
-694
| -21% | -$193K | 0.38% | 59 |
|
|
2017
Q1 | $901K | Buy |
3,367
+103
| +3% | +$27.6K | 0.47% | 53 |
|
|
2016
Q4 | $816K | Buy |
3,264
+116
| +4% | +$29K | 0.43% | 54 |
|
|
2016
Q3 | $755K | Sell |
3,148
-27
| -0.9% | -$6.48K | 0.41% | 60 |
|
|
2016
Q2 | $788K | Buy |
3,175
+404
| +15% | +$100K | 0.44% | 58 |
|
|
2016
Q1 | $614K | Buy |
2,771
+66
| +2% | +$14.6K | 0.34% | 66 |
|
|
2015
Q4 | $587K | Hold |
2,705
| – | – | 0.33% | 66 |
|
|
2015
Q3 | $561K | Buy |
2,705
+814
| +43% | +$169K | 0.34% | 66 |
|
|
2015
Q2 | $352K | Sell |
1,891
-4
| -0.2% | -$745 | 0.2% | 85 |
|
|
2015
Q1 | $385K | Sell |
1,895
-119
| -6% | -$24.2K | 0.24% | 76 |
|
|
2014
Q4 | $388K | Sell |
2,014
-20
| -1% | -$3.85K | 0.24% | 75 |
|
|
2014
Q3 | $372K | Hold |
2,034
| – | – | 0.23% | 76 |
|
|
2014
Q2 | $327K | Hold |
2,034
| – | – | 0.2% | 86 |
|
|
2014
Q1 | $332K | Hold |
2,034
| – | – | 0.22% | 81 |
|
|
2013
Q4 | $302K | Hold |
2,034
| – | – | 0.19% | 90 |
|
|
2013
Q3 | $259K | Hold |
2,034
| – | – | 0.2% | 87 |
|
|
2013
Q2 | $221K | Buy |
+2,034
| New | +$221K | 0.17% | 92 |
|