Caldwell Trust’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $227K | Hold |
906
|
|
||||
2025
Q1 | $190K | Hold |
906
|
|
||||
2024
Q4 | $191K | Buy |
906
+125
|
|
||||
2024
Q3 | $186K | Hold |
781
|
|
||||
2024
Q2 | $175K | Hold |
781
|
|
||||
2024
Q1 | $166K | Hold |
781
|
|
||||
2023
Q4 | $164K | Hold |
781
|
|
||||
2023
Q3 | $136K | Hold |
781
|
|
||||
2023
Q2 | $153K | Sell |
781
-41
|
|
||||
2023
Q1 | $161K | Sell |
822
-82
|
|
||||
2022
Q4 | $188K | Hold |
904
|
|
||||
2022
Q3 | $188K | Hold |
904
|
|
||||
2022
Q2 | $218K | Sell |
904
-12
|
|
||||
2022
Q1 | $228K | Hold |
916
|
|
||||
2021
Q4 | $195K | Hold |
916
|
|
||||
2021
Q3 | $202K | Hold |
916
|
|
||||
2021
Q2 | $198K | Hold |
916
|
|
||||
2021
Q1 | $186K | Hold |
916
|
|
||||
2020
Q4 | $173K | Hold |
916
|
|
||||
2020
Q3 | $156K | Sell |
916
-4
|
|
||||
2020
Q2 | $156K | Hold |
920
|
|
||||
2020
Q1 | $166K | Hold |
920
|
|
||||
2019
Q4 | $182K | Buy |
+920
|
|