WP
WealthSource Partners’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.97M | Sell |
4,336
-218
| -5% | -$98.8K | 0.13% | 126 |
|
|
2023
Q3 | $1.86M | Sell |
4,554
-151
| -3% | -$61.8K | 0.13% | 128 |
|
|
2023
Q2 | $2.17M | Sell |
4,705
-135
| -3% | -$62.1K | 0.14% | 111 |
|
|
2023
Q1 | $2.29M | Sell |
4,840
-71
| -1% | -$33.6K | 0.15% | 103 |
|
|
2022
Q4 | $2.39M | Sell |
4,911
-184
| -4% | -$89.5K | 0.17% | 94 |
|
|
2022
Q3 | $1.97M | Sell |
5,095
-781
| -13% | -$302K | 0.15% | 118 |
|
|
2022
Q2 | $2.53M | Sell |
5,876
-1,914
| -25% | -$823K | 0.18% | 93 |
|
|
2022
Q1 | $3.44M | Buy |
7,790
+3,717
| +91% | +$1.64M | 0.23% | 76 |
|
|
2021
Q4 | $1.45M | Sell |
4,073
-17
| -0.4% | -$6.04K | 0.12% | 141 |
|
|
2021
Q3 | $1.41M | Buy |
4,090
+323
| +9% | +$112K | 0.12% | 133 |
|
|
2021
Q2 | $1.43M | Buy |
3,767
+1,239
| +49% | +$469K | 0.13% | 128 |
|
|
2021
Q1 | $934K | Buy |
2,528
+596
| +31% | +$220K | 0.09% | 164 |
|
|
2020
Q4 | $686K | Sell |
1,932
-195
| -9% | -$69.2K | 0.08% | 158 |
|
|
2020
Q3 | $815K | Buy |
2,127
+33
| +2% | +$12.6K | 0.11% | 126 |
|
|
2020
Q2 | $764K | Sell |
2,094
-655
| -24% | -$239K | 0.11% | 131 |
|
|
2020
Q1 | $932K | Buy |
2,749
+81
| +3% | +$27.5K | 0.15% | 99 |
|
|
2019
Q4 | $1.04M | Sell |
2,668
-6
| -0.2% | -$2.34K | 0.14% | 136 |
|
|
2019
Q3 | $1.04M | Buy |
2,674
+45
| +2% | +$17.6K | 0.16% | 135 |
|
|
2019
Q2 | $956K | Buy |
2,629
+1,381
| +111% | +$502K | 0.15% | 150 |
|
|
2019
Q1 | $375K | Sell |
1,248
-707
| -36% | -$212K | 0.08% | 221 |
|
|
2018
Q4 | $512K | Buy |
1,955
+640
| +49% | +$168K | 0.15% | 142 |
|
|
2018
Q3 | $455K | Sell |
1,315
-595
| -31% | -$206K | 0.12% | 159 |
|
|
2018
Q2 | $564K | Buy |
1,910
+680
| +55% | +$201K | 0.16% | 138 |
|
|
2018
Q1 | $416K | Buy |
1,230
+69
| +6% | +$23.3K | 0.13% | 163 |
|
|
2017
Q4 | $373K | Sell |
1,161
-514
| -31% | -$165K | 0.12% | 172 |
|
|
2017
Q3 | $520K | Sell |
1,675
-11
| -0.7% | -$3.42K | 0.17% | 131 |
|
|
2017
Q2 | $468K | Buy |
1,686
+297
| +21% | +$82.4K | 0.16% | 138 |
|
|
2017
Q1 | $372K | Buy |
1,389
+156
| +13% | +$41.8K | 0.14% | 159 |
|
|
2016
Q4 | $308K | Sell |
1,233
-727
| -37% | -$182K | 0.13% | 168 |
|
|
2016
Q3 | $470K | Buy |
1,960
+825
| +73% | +$198K | 0.17% | 123 |
|
|
2016
Q2 | $282K | Sell |
1,135
-57
| -5% | -$14.2K | 0.11% | 181 |
|
|
2016
Q1 | $264K | Buy |
+1,192
| New | +$264K | 0.11% | 175 |
|