UAS
United Asset Strategies’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
34,957
+12,405
| +55% | +$5.75M | 1.38% | 15 |
|
|
2025
Q1 | $10.1M | Sell |
22,552
-9,032
| -29% | -$4.03M | 0.94% | 38 |
|
|
2024
Q4 | $15.3M | Buy |
31,584
+751
| +2% | +$365K | 1.41% | 17 |
|
|
2024
Q3 | $18M | Buy |
30,833
+379
| +1% | +$222K | 1.68% | 13 |
|
|
2024
Q2 | $14.2M | Buy |
30,454
+5,669
| +23% | +$2.65M | 1.4% | 19 |
|
|
2024
Q1 | $11.3M | Buy |
24,785
+1,791
| +8% | +$815K | 1.13% | 32 |
|
|
2023
Q4 | $10.4M | Buy |
22,994
+326
| +1% | +$148K | 1.17% | 29 |
|
|
2023
Q3 | $9.27M | Buy |
22,668
+409
| +2% | +$167K | 1.2% | 26 |
|
|
2023
Q2 | $10.2M | Sell |
22,259
-136
| -0.6% | -$62.6K | 1.28% | 23 |
|
|
2023
Q1 | $10.6M | Buy |
22,395
+478
| +2% | +$226K | 1.4% | 20 |
|
|
2022
Q4 | $10.7M | Buy |
21,917
+16,026
| +272% | +$7.8M | 1.49% | 19 |
|
|
2022
Q3 | $2.28M | Buy |
5,891
+762
| +15% | +$294K | 0.35% | 68 |
|
|
2022
Q2 | $2.21M | Buy |
5,129
+1,314
| +34% | +$565K | 0.32% | 75 |
|
|
2022
Q1 | $1.68M | Sell |
3,815
-1,127
| -23% | -$497K | 0.21% | 90 |
|
|
2021
Q4 | $1.76M | Sell |
4,942
-30
| -0.6% | -$10.7K | 0.21% | 87 |
|
|
2021
Q3 | $1.72M | Buy |
4,972
+85
| +2% | +$29.3K | 0.22% | 85 |
|
|
2021
Q2 | $1.85M | Buy |
4,887
+43
| +0.9% | +$16.3K | 0.25% | 81 |
|
|
2021
Q1 | $1.79M | Sell |
4,844
-192
| -4% | -$71K | 0.26% | 77 |
|
|
2020
Q4 | $1.79M | Sell |
5,036
-26
| -0.5% | -$9.23K | 0.28% | 74 |
|
|
2020
Q3 | $1.94M | Sell |
5,062
-320
| -6% | -$123K | 0.36% | 63 |
|
|
2020
Q2 | $1.96M | Buy |
5,382
+88
| +2% | +$32.1K | 0.39% | 65 |
|
|
2020
Q1 | $1.8M | Sell |
5,294
-69
| -1% | -$23.4K | 0.45% | 59 |
|
|
2019
Q4 | $2.09M | Buy |
5,363
+213
| +4% | +$82.9K | 0.41% | 70 |
|
|
2019
Q3 | $2.01M | Buy |
5,150
+31
| +0.6% | +$12.1K | 0.44% | 69 |
|
|
2019
Q2 | $1.86M | Buy |
5,119
+176
| +4% | +$64K | 0.43% | 69 |
|
|
2019
Q1 | $1.48M | Buy |
4,943
+62
| +1% | +$18.6K | 0.35% | 79 |
|
|
2018
Q4 | $1.28M | Sell |
4,881
-152
| -3% | -$39.8K | 0.35% | 73 |
|
|
2018
Q3 | $1.74M | Sell |
5,033
-69
| -1% | -$23.9K | 0.41% | 67 |
|
|
2018
Q2 | $1.51M | Sell |
5,102
-476
| -9% | -$141K | 0.4% | 69 |
|
|
2018
Q1 | $1.89M | Sell |
5,578
-191
| -3% | -$64.5K | 0.56% | 53 |
|
|
2017
Q4 | $1.85M | Buy |
5,769
+38
| +0.7% | +$12.2K | 0.5% | 57 |
|
|
2017
Q3 | $1.78M | Hold |
5,731
| – | – | 1.01% | 33 |
|
|
2017
Q2 | $1.59M | Buy |
5,731
+82
| +1% | +$22.8K | 0.47% | 60 |
|
|
2017
Q1 | $1.51M | Buy |
5,649
+24
| +0.4% | +$6.42K | 0.46% | 60 |
|
|
2016
Q4 | $1.41M | Sell |
5,625
-141
| -2% | -$35.2K | 0.46% | 62 |
|
|
2016
Q3 | $1.38M | Buy |
5,766
+334
| +6% | +$80.1K | 0.48% | 58 |
|
|
2016
Q2 | $1.35M | Buy |
5,432
+217
| +4% | +$53.9K | 0.51% | 55 |
|
|
2016
Q1 | $1.16M | Buy |
5,215
+264
| +5% | +$58.5K | 0.52% | 54 |
|
|
2015
Q4 | $1.08M | Buy |
4,951
+33
| +0.7% | +$7.17K | 0.47% | 56 |
|
|
2015
Q3 | $1.02M | Sell |
4,918
-90
| -2% | -$18.7K | 0.47% | 52 |
|
|
2015
Q2 | $931K | Buy |
5,008
+501
| +11% | +$93.1K | 0.42% | 66 |
|
|
2015
Q1 | $841K | Sell |
4,507
-774
| -15% | -$144K | 0.39% | 66 |
|
|
2014
Q4 | $1.02M | Buy |
5,281
+649
| +14% | +$125K | 0.43% | 63 |
|
|
2014
Q3 | $847K | Sell |
4,632
-521
| -10% | -$95.3K | 0.38% | 69 |
|
|
2014
Q2 | $828K | Buy |
5,153
+389
| +8% | +$62.5K | 0.4% | 69 |
|
|
2014
Q1 | $778K | Buy |
4,764
+1,224
| +35% | +$200K | 0.44% | 60 |
|
|
2013
Q4 | $526K | Buy |
3,540
+440
| +14% | +$65.4K | 0.36% | 58 |
|
|
2013
Q3 | $395K | Sell |
3,100
-3,250
| -51% | -$414K | 0.25% | 71 |
|
|
2013
Q2 | $689K | Buy |
+6,350
| New | +$689K | 0.45% | 64 |
|