Van Hulzen Asset Management’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 | $1.13M | Sell |
2,449
-83
| -3% | -$38.4K | 0.09% | 142 |
|
2025
Q1 | $1.13M | Buy |
2,532
+79
| +3% | +$35.3K | 0.1% | 143 |
|
2024
Q4 | $1.19M | Sell |
2,453
-10,425
| -81% | -$5.07M | 0.09% | 152 |
|
2024
Q3 | $7.53M | Sell |
12,878
-14,592
| -53% | -$8.53M | 0.55% | 54 |
|
2024
Q2 | $12.8M | Buy |
27,470
+257
| +0.9% | +$120K | 0.86% | 36 |
|
2024
Q1 | $12.4M | Buy |
27,213
+4,620
| +20% | +$2.1M | 0.82% | 41 |
|
2023
Q4 | $10.2M | Sell |
22,593
-166
| -0.7% | -$75.2K | 0.72% | 48 |
|
2023
Q3 | $9.31M | Buy |
22,759
+2,974
| +15% | +$1.22M | 0.72% | 43 |
|
2023
Q2 | $9.11M | Buy |
19,785
+10,682
| +117% | +$4.92M | 0.78% | 42 |
|
2023
Q1 | $4.3M | Buy |
9,103
+3,121
| +52% | +$1.47M | 0.4% | 58 |
|
2022
Q4 | $2.91M | Buy |
5,982
+201
| +3% | +$97.9K | 0.34% | 68 |
|
2022
Q3 | $2.23M | Buy |
5,781
+4,549
| +369% | +$1.76M | 0.28% | 79 |
|
2022
Q2 | $530K | Sell |
1,232
-182
| -13% | -$78.3K | 0.06% | 162 |
|
2022
Q1 | $624K | Sell |
1,414
-501
| -26% | -$221K | 0.07% | 148 |
|
2021
Q4 | $681K | Buy |
1,915
+290
| +18% | +$103K | 0.07% | 148 |
|
2021
Q3 | $561K | Hold |
1,625
| – | – | 0.08% | 140 |
|
2021
Q2 | $615K | Buy |
1,625
+600
| +59% | +$227K | 0.09% | 124 |
|
2021
Q1 | $379K | Sell |
1,025
-82
| -7% | -$30.3K | 0.06% | 175 |
|
2020
Q4 | $393K | Sell |
1,107
-816
| -42% | -$290K | 0.06% | 177 |
|
2020
Q3 | $737K | Buy |
1,923
+197
| +11% | +$75.5K | 0.11% | 105 |
|
2020
Q2 | $630K | Buy |
1,726
+224
| +15% | +$81.8K | 0.09% | 109 |
|
2020
Q1 | $509K | Buy |
1,502
+377
| +34% | +$128K | 0.11% | 122 |
|
2019
Q4 | $438K | Sell |
1,125
-40
| -3% | -$15.6K | 0.08% | 163 |
|
2019
Q3 | $454K | Buy |
+1,165
| New | +$454K | 0.1% | 154 |
|
2014
Q2 | – | Sell |
-4,500
| Closed | -$735K | – | 80 |
|
2014
Q1 | $735K | Buy |
+4,500
| New | +$735K | 0.74% | 45 |
|