Veritable’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,839
| Closed | -$4.99M | – | 465 |
|
|
2023
Q2 | $4.99M | Sell |
10,839
-34
| -0.3% | -$15.7K | 0.08% | 120 |
|
|
2023
Q1 | $5.14M | Sell |
10,873
-721
| -6% | -$341K | 0.08% | 118 |
|
|
2022
Q4 | $5.64M | Sell |
11,594
-653
| -5% | -$318K | 0.1% | 107 |
|
|
2022
Q3 | $4.73M | Sell |
12,247
-452
| -4% | -$175K | 0.09% | 114 |
|
|
2022
Q2 | $5.46M | Buy |
12,699
+75
| +0.6% | +$32.2K | 0.1% | 112 |
|
|
2022
Q1 | $5.57M | Buy |
12,624
+1,184
| +10% | +$523K | 0.09% | 126 |
|
|
2021
Q4 | $4.07M | Buy |
11,440
+378
| +3% | +$134K | 0.06% | 162 |
|
|
2021
Q3 | $3.82M | Buy |
11,062
+2,022
| +22% | +$698K | 0.06% | 159 |
|
|
2021
Q2 | $3.42M | Buy |
9,040
+1,485
| +20% | +$562K | 0.05% | 169 |
|
|
2021
Q1 | $2.79M | Buy |
7,555
+958
| +15% | +$354K | 0.05% | 175 |
|
|
2020
Q4 | $2.34M | Sell |
6,597
-464
| -7% | -$165K | 0.04% | 193 |
|
|
2020
Q3 | $2.71M | Sell |
7,061
-173
| -2% | -$66.3K | 0.05% | 161 |
|
|
2020
Q2 | $2.64M | Sell |
7,234
-542
| -7% | -$198K | 0.06% | 151 |
|
|
2020
Q1 | $2.64M | Sell |
7,776
-1,773
| -19% | -$601K | 0.06% | 150 |
|
|
2019
Q4 | $3.72M | Buy |
9,549
+245
| +3% | +$95.4K | 0.07% | 155 |
|
|
2019
Q3 | $3.63M | Sell |
9,304
-62
| -0.7% | -$24.2K | 0.07% | 144 |
|
|
2019
Q2 | $3.41M | Sell |
9,366
-874
| -9% | -$318K | 0.07% | 154 |
|
|
2019
Q1 | $3.07M | Buy |
10,240
+157
| +2% | +$47.1K | 0.06% | 164 |
|
|
2018
Q4 | $2.64M | Sell |
10,083
-121
| -1% | -$31.7K | 0.06% | 168 |
|
|
2018
Q3 | $3.53M | Buy |
10,204
+115
| +1% | +$39.8K | 0.07% | 150 |
|
|
2018
Q2 | $2.98M | Sell |
10,089
-2
| -0% | -$591 | 0.06% | 159 |
|
|
2018
Q1 | $3.41M | Sell |
10,091
-284
| -3% | -$96K | 0.07% | 145 |
|
|
2017
Q4 | $3.33M | Sell |
10,375
-10,625
| -51% | -$3.41M | 0.07% | 149 |
|
|
2017
Q3 | $6.52M | Sell |
21,000
-796
| -4% | -$247K | 0.14% | 100 |
|
|
2017
Q2 | $6.05M | Buy |
21,796
+366
| +2% | +$102K | 0.14% | 104 |
|
|
2017
Q1 | $5.74M | Sell |
21,430
-133
| -0.6% | -$35.6K | 0.14% | 105 |
|
|
2016
Q4 | $5.39M | Buy |
21,563
+231
| +1% | +$57.7K | 0.13% | 104 |
|
|
2016
Q3 | $5.11M | Sell |
21,332
-325
| -2% | -$77.9K | 0.13% | 109 |
|
|
2016
Q2 | $5.38M | Buy |
21,657
+281
| +1% | +$69.7K | 0.14% | 103 |
|
|
2016
Q1 | $4.74M | Buy |
21,376
+425
| +2% | +$94.1K | 0.12% | 113 |
|
|
2015
Q4 | $4.55M | Buy |
20,951
+293
| +1% | +$63.6K | 0.12% | 114 |
|
|
2015
Q3 | $4.28M | Buy |
20,658
+252
| +1% | +$52.2K | 0.13% | 114 |
|
|
2015
Q2 | $3.79M | Sell |
20,406
-22,278
| -52% | -$4.14M | 0.1% | 131 |
|
|
2015
Q1 | $8.66M | Buy |
42,684
+783
| +2% | +$159K | 0.18% | 92 |
|
|
2014
Q4 | $8.07M | Buy |
41,901
+19,608
| +88% | +$3.78M | 0.17% | 109 |
|
|
2014
Q3 | $4.08M | Buy |
22,293
+32
| +0.1% | +$5.85K | 0.09% | 166 |
|
|
2014
Q2 | $3.58M | Sell |
22,261
-371
| -2% | -$59.6K | 0.07% | 178 |
|
|
2014
Q1 | $3.69M | Buy |
22,632
+824
| +4% | +$134K | 0.08% | 169 |
|
|
2013
Q4 | $3.24M | Buy |
21,808
+780
| +4% | +$116K | 0.07% | 178 |
|
|
2013
Q3 | $2.68M | Buy |
21,028
+2,490
| +13% | +$318K | 0.06% | 197 |
|
|
2013
Q2 | $2.01M | Buy |
+18,538
| New | +$2.01M | 0.05% | 232 |
|