CWP
Cyndeo Wealth Partners’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,396
+37
| +3% | +$9.28K | 0.02% | 360 |
|
|
2025
Q1 | $284K | Buy |
1,359
+376
| +38% | +$78.7K | 0.02% | 372 |
|
|
2024
Q4 | $207K | Buy |
983
+130
| +15% | +$27.3K | 0.01% | 432 |
|
|
2024
Q3 | $203K | Buy |
+853
| New | +$203K | 0.01% | 432 |
|
|
2023
Q1 | – | Sell |
-965
| Closed | -$201K | – | 329 |
|
|
2022
Q4 | $201K | Buy |
+965
| New | +$201K | 0.02% | 302 |
|