Carson Wealth (CWM LLC)’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
5,846
+420
| +8% | +$105K | 0.01% | 1071 |
|
|
2025
Q1 | $1.14M | Sell |
5,426
-335
| -6% | -$70.1K | ﹤0.01% | 1062 |
|
|
2024
Q4 | $1.21M | Sell |
5,761
-193
| -3% | -$40.6K | 0.01% | 981 |
|
|
2024
Q3 | $1.42M | Buy |
5,954
+265
| +5% | +$63K | 0.01% | 847 |
|
|
2024
Q2 | $1.28M | Sell |
5,689
-230
| -4% | -$51.7K | 0.01% | 788 |
|
|
2024
Q1 | $1.26M | Sell |
5,919
-126
| -2% | -$26.8K | 0.01% | 769 |
|
|
2023
Q4 | $1.27M | Buy |
6,045
+639
| +12% | +$135K | 0.01% | 707 |
|
|
2023
Q3 | $941K | Buy |
5,406
+408
| +8% | +$71K | 0.01% | 781 |
|
|
2023
Q2 | $978K | Sell |
4,998
-285
| -5% | -$55.8K | 0.01% | 726 |
|
|
2023
Q1 | $1.04M | Buy |
5,283
+333
| +7% | +$65.4K | 0.01% | 654 |
|
|
2022
Q4 | $1.03M | Sell |
4,950
-678
| -12% | -$141K | 0.01% | 603 |
|
|
2022
Q3 | $1.17M | Buy |
5,628
+882
| +19% | +$183K | 0.01% | 521 |
|
|
2022
Q2 | $1.15M | Buy |
4,746
+426
| +10% | +$103K | 0.01% | 533 |
|
|
2022
Q1 | $1.07M | Buy |
4,320
+571
| +15% | +$142K | 0.01% | 542 |
|
|
2021
Q4 | $799K | Buy |
+3,749
| New | +$799K | 0.01% | 624 |
|
|
2021
Q2 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2021
Q1 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2020
Q4 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2020
Q3 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2020
Q2 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2020
Q1 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2019
Q4 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2019
Q3 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2019
Q2 | $867K | Hold |
4,010
| – | – | 0.01% | 586 |
|
|
2019
Q1 | $867K | Buy |
4,010
+2,915
| +266% | +$630K | 0.01% | 586 |
|
|
2018
Q4 | $147K | Buy |
1,095
+17
| +2% | +$2.28K | ﹤0.01% | 658 |
|
|
2018
Q3 | $182K | Sell |
1,078
-105
| -9% | -$17.7K | ﹤0.01% | 527 |
|
|
2018
Q2 | $171K | Buy |
1,183
+341
| +40% | +$49.3K | 0.01% | 446 |
|
|
2018
Q1 | $136K | Hold |
842
| – | – | 0.01% | 409 |
|
|
2017
Q4 | $119K | Hold |
842
| – | – | 0.01% | 408 |
|
|
2017
Q3 | $111K | Sell |
842
-20
| -2% | -$2.64K | 0.01% | 402 |
|
|
2017
Q2 | $94K | Buy |
862
+57
| +7% | +$6.22K | ﹤0.01% | 390 |
|
|
2017
Q1 | $90K | Sell |
805
-22
| -3% | -$2.46K | 0.01% | 375 |
|
|
2016
Q4 | $85K | Sell |
827
-25
| -3% | -$2.57K | 0.01% | 375 |
|
|
2016
Q3 | $78K | Hold |
852
| – | – | 0.01% | 363 |
|
|
2016
Q2 | $71K | Buy |
852
+746
| +704% | +$62.2K | 0.01% | 339 |
|
|
2016
Q1 | $8K | Sell |
106
-155
| -59% | -$11.7K | ﹤0.01% | 552 |
|
|
2015
Q4 | $23K | Sell |
261
-191
| -42% | -$16.8K | ﹤0.01% | 385 |
|
|
2015
Q3 | $33K | Buy |
+452
| New | +$33K | ﹤0.01% | 319 |
|
|
2015
Q2 | – | Sell |
-122,124
| Closed | -$9.62M | – | 190 |
|
|
2015
Q1 | $9.62M | Buy |
122,124
+51,329
| +73% | +$4.04M | 0.97% | 35 |
|
|
2014
Q4 | $5.08M | Buy |
+70,795
| New | +$5.08M | 0.62% | 48 |
|