Zimmermann Investment Management & Planning’s Lockheed Martin LMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-725
| Closed | -$424K | – | 79 |
|
|
2024
Q3 | $424K | Buy |
725
+4
| +0.6% | +$2.34K | 0.13% | 92 |
|
|
2024
Q2 | $337K | Buy |
721
+8
| +1% | +$3.74K | 0.11% | 103 |
|
|
2024
Q1 | $325K | Buy |
713
+4
| +0.6% | +$1.82K | 0.12% | 106 |
|
|
2023
Q4 | $321K | Hold |
709
| – | – | 0.13% | 90 |
|
|
2023
Q3 | $290K | Sell |
709
-1
| -0.1% | -$409 | 0.14% | 87 |
|
|
2023
Q2 | $327K | Buy |
710
+11
| +2% | +$5.06K | 0.15% | 82 |
|
|
2023
Q1 | $331K | Buy |
699
+8
| +1% | +$3.78K | 0.17% | 88 |
|
|
2022
Q4 | $336K | Buy |
691
+1
| +0.1% | +$486 | 0.19% | 71 |
|
|
2022
Q3 | $267K | Buy |
690
+5
| +0.7% | +$1.94K | 0.17% | 75 |
|
|
2022
Q2 | $295K | Buy |
685
+4
| +0.6% | +$1.72K | 0.2% | 73 |
|
|
2022
Q1 | $301K | Buy |
681
+4
| +0.6% | +$1.77K | 0.18% | 68 |
|
|
2021
Q4 | $241K | Buy |
+677
| New | +$241K | 0.14% | 80 |
|