YHB Investment Advisors’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 | $310K | Sell |
670
-37
| -5% | -$17.1K | 0.02% | 253 |
|
|
2025
Q1 | $316K | Buy |
707
+179
| +34% | +$80K | 0.03% | 232 |
|
|
2024
Q4 | $257K | Sell |
528
-157
| -23% | -$76.3K | 0.02% | 250 |
|
|
2024
Q3 | $400K | Buy |
685
+150
| +28% | +$87.7K | 0.03% | 215 |
|
|
2024
Q2 | $250K | Buy |
535
+9
| +2% | +$4.2K | 0.02% | 251 |
|
|
2024
Q1 | $239K | Hold |
526
| – | – | 0.02% | 251 |
|
|
2023
Q4 | $238K | Hold |
526
| – | – | 0.02% | 244 |
|
|
2023
Q3 | $215K | Hold |
526
| – | – | 0.02% | 258 |
|
|
2023
Q2 | $242K | Sell |
526
-19
| -3% | -$8.75K | 0.02% | 254 |
|
|
2023
Q1 | $258K | Hold |
545
| – | – | 0.03% | 247 |
|
|
2022
Q4 | $265K | Buy |
545
+19
| +4% | +$9.24K | 0.03% | 238 |
|
|
2022
Q3 | $203K | Sell |
526
-5
| -0.9% | -$1.93K | 0.02% | 276 |
|
|
2022
Q2 | $228K | Sell |
531
-10
| -2% | -$4.29K | 0.02% | 253 |
|
|
2022
Q1 | $239K | Buy |
+541
| New | +$239K | 0.02% | 269 |
|
|
2021
Q3 | – | Sell |
-554
| Closed | -$210K | – | 306 |
|
|
2021
Q2 | $210K | Hold |
554
| – | – | 0.02% | 289 |
|
|
2021
Q1 | $217K | Sell |
554
-10
| -2% | -$3.92K | 0.02% | 281 |
|
|
2020
Q4 | $200K | Buy |
564
+12
| +2% | +$4.26K | 0.02% | 275 |
|
|
2020
Q3 | $212K | Sell |
552
-216
| -28% | -$83K | 0.02% | 248 |
|
|
2020
Q2 | $280K | Sell |
768
-28
| -4% | -$10.2K | 0.04% | 155 |
|
|
2020
Q1 | $270K | Buy |
796
+21
| +3% | +$7.12K | 0.05% | 149 |
|
|
2019
Q4 | $302K | Buy |
775
+3
| +0.4% | +$1.17K | 0.04% | 158 |
|
|
2019
Q3 | $301K | Buy |
772
+50
| +7% | +$19.5K | 0.05% | 158 |
|
|
2019
Q2 | $262K | Sell |
722
-65
| -8% | -$23.6K | 0.04% | 165 |
|
|
2019
Q1 | $236K | Buy |
+787
| New | +$236K | 0.04% | 175 |
|
|
2018
Q2 | – | Sell |
-605
| Closed | -$204K | – | 182 |
|
|
2018
Q1 | $204K | Buy |
+605
| New | +$204K | 0.03% | 180 |
|
|
2017
Q4 | – | Sell |
-648
| Closed | -$201K | – | 189 |
|
|
2017
Q3 | $201K | Sell |
648
-173
| -21% | -$53.7K | 0.04% | 175 |
|
|
2017
Q2 | $228K | Buy |
+821
| New | +$228K | 0.04% | 170 |
|