Willingdon Wealth Management’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.29M | Sell |
3,791
-299
| -7% | -$101K | 0.32% | 71 |
|
|
2019
Q4 | $1.59M | Sell |
4,090
-38
| -0.9% | -$14.8K | 0.33% | 82 |
|
|
2019
Q3 | $1.61M | Sell |
4,128
-120
| -3% | -$46.8K | 0.35% | 79 |
|
|
2019
Q2 | $1.54M | Sell |
4,248
-12,421
| -75% | -$4.51M | 0.36% | 79 |
|
|
2019
Q1 | $5M | Buy |
16,669
+383
| +2% | +$115K | 1.23% | 24 |
|
|
2018
Q4 | $4.26M | Sell |
16,286
-109
| -0.7% | -$28.5K | 1.23% | 20 |
|
|
2018
Q3 | $5.67M | Buy |
16,395
+793
| +5% | +$274K | 1.55% | 14 |
|
|
2018
Q2 | $4.61M | Buy |
15,602
+831
| +6% | +$245K | 1.41% | 16 |
|
|
2018
Q1 | $4.99M | Buy |
14,771
+3,321
| +29% | +$1.12M | 1.58% | 13 |
|
|
2017
Q4 | $3.68M | Buy |
11,450
+834
| +8% | +$268K | 1.21% | 21 |
|
|
2017
Q3 | $3.29M | Buy |
10,616
+32
| +0.3% | +$9.93K | 1.2% | 25 |
|
|
2017
Q2 | $2.94M | Buy |
10,584
+353
| +3% | +$98K | 1.17% | 27 |
|
|
2017
Q1 | $2.74M | Sell |
10,231
-10,003
| -49% | -$2.68M | 1.11% | 27 |
|
|
2016
Q4 | $5.06M | Buy |
20,234
+1,105
| +6% | +$276K | 2.39% | 6 |
|
|
2016
Q3 | $4.59M | Sell |
19,129
-9,979
| -34% | -$2.39M | 2.32% | 1 |
|
|
2016
Q2 | $7.22M | Buy |
29,108
+3,732
| +15% | +$926K | 3.71% | 1 |
|
|
2016
Q1 | $5.62M | Buy |
25,376
+14,748
| +139% | +$3.27M | 3.44% | 1 |
|
|
2015
Q4 | $2.31M | Buy |
+10,628
| New | +$2.31M | 2.11% | 10 |
|
|
2014
Q2 | – | Sell |
-8,954
| Closed | -$1.46M | – | 85 |
|
|
2014
Q1 | $1.46M | Buy |
8,954
+305
| +4% | +$49.8K | 1.03% | 42 |
|
|
2013
Q4 | $1.29M | Buy |
+8,649
| New | +$1.29M | 1.01% | 41 |
|