Congress Wealth Management’s L3Harris LHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$624K Buy
2,486
+321
+15% +$80.6K 0.01% 850
2025
Q1
$454K Buy
2,165
+544
+34% +$114K 0.01% 843
2024
Q4
$341K Buy
1,621
+498
+44% +$105K ﹤0.01% 736
2024
Q3
$267K Buy
1,123
+93
+9% +$22.1K ﹤0.01% 761
2024
Q2
$231K Buy
1,030
+12
+1% +$2.7K ﹤0.01% 669
2024
Q1
$217K Sell
1,018
-88
-8% -$18.8K ﹤0.01% 564
2023
Q4
$233K Sell
1,106
-194
-15% -$40.9K ﹤0.01% 572
2023
Q3
$226K Sell
1,300
-29
-2% -$5.05K ﹤0.01% 566
2023
Q2
$260K Buy
1,329
+28
+2% +$5.49K 0.01% 501
2023
Q1
$256K Sell
1,301
-64
-5% -$12.6K 0.01% 505
2022
Q4
$284K Buy
1,365
+318
+30% +$66.2K 0.01% 489
2022
Q3
$218K Sell
1,047
-5
-0.5% -$1.04K 0.01% 517
2022
Q2
$255K Sell
1,052
-2
-0.2% -$485 0.01% 501
2022
Q1
$262K Sell
1,054
-1,950
-65% -$485K 0.01% 537
2021
Q4
$640K Buy
+3,004
New +$640K 0.01% 433