Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-513
| Closed | -$207K | – | 166 |
|
|
2022
Q3 | $207K | Sell |
513
-30
| -6% | -$12.1K | 0.05% | 146 |
|
|
2022
Q2 | $231K | Sell |
543
-3,818
| -88% | -$1.62M | 0.06% | 135 |
|
|
2022
Q1 | $2.01M | Buy |
4,361
+28
| +0.6% | +$12.9K | 0.37% | 46 |
|
|
2021
Q4 | $1.57M | Buy |
+4,333
| New | +$1.57M | 0.29% | 69 |
|
|
2021
Q1 | – | Sell |
-635
| Closed | -$225K | – | 201 |
|
|
2020
Q4 | $225K | Sell |
635
-84
| -12% | -$29.8K | 0.06% | 180 |
|
|
2020
Q3 | $265K | Sell |
719
-243
| -25% | -$89.6K | 0.08% | 168 |
|
|
2020
Q2 | $351K | Sell |
962
-57
| -6% | -$20.8K | 0.11% | 144 |
|
|
2020
Q1 | $346K | Buy |
1,019
+35
| +4% | +$11.9K | 0.14% | 135 |
|
|
2019
Q4 | $383K | Sell |
984
-320
| -25% | -$125K | 0.14% | 138 |
|
|
2019
Q3 | $493K | Sell |
1,304
-72
| -5% | -$27.2K | 0.21% | 112 |
|
|
2019
Q2 | $497K | Buy |
1,376
+69
| +5% | +$24.9K | 0.22% | 112 |
|
|
2019
Q1 | $392K | Buy |
1,307
+38
| +3% | +$11.4K | 0.22% | 108 |
|
|
2018
Q4 | $332K | Hold |
1,269
| – | – | 0.23% | 101 |
|
|
2018
Q3 | $439K | Sell |
1,269
-82
| -6% | -$28.4K | 0.29% | 91 |
|
|
2018
Q2 | $399K | Buy |
1,351
+505
| +60% | +$149K | 0.31% | 85 |
|
|
2018
Q1 | $286K | Hold |
846
| – | – | 0.24% | 101 |
|
|
2017
Q4 | $272K | Buy |
+846
| New | +$272K | 0.23% | 99 |
|