DWM
Defined Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
1,094
-1
| -0.1% | -$251 | 0.17% | 98 |
|
|
2025
Q1 | $229K | Sell |
1,095
-6
| -0.5% | -$1.26K | 0.15% | 101 |
|
|
2024
Q4 | $232K | Hold |
1,101
| – | – | 0.15% | 103 |
|
|
2024
Q3 | $262K | Buy |
1,101
+6
| +0.5% | +$1.43K | 0.17% | 101 |
|
|
2024
Q2 | $246K | Buy |
1,095
+10
| +0.9% | +$2.25K | 0.17% | 99 |
|
|
2024
Q1 | $231K | Hold |
1,085
| – | – | 0.17% | 101 |
|
|
2023
Q4 | $229K | Buy |
+1,085
| New | +$229K | 0.18% | 97 |
|
|
2023
Q3 | – | Sell |
-1,081
| Closed | -$212K | – | 100 |
|
|
2023
Q2 | $212K | Buy |
1,081
+1
| +0.1% | +$196 | 0.18% | 97 |
|
|
2023
Q1 | $212K | Hold |
1,080
| – | – | 0.2% | 95 |
|
|
2022
Q4 | $225K | Hold |
1,080
| – | – | 0.21% | 98 |
|
|
2022
Q3 | $224K | Hold |
1,080
| – | – | 0.24% | 84 |
|
|
2022
Q2 | $261K | Hold |
1,080
| – | – | 0.27% | 81 |
|
|
2022
Q1 | $268K | Hold |
1,080
| – | – | 0.24% | 86 |
|
|
2021
Q4 | $230K | Sell |
1,080
-68
| -6% | -$14.5K | 0.19% | 90 |
|
|
2021
Q3 | $253K | Buy |
1,148
+30
| +3% | +$6.61K | 0.22% | 86 |
|
|
2021
Q2 | $242K | Hold |
1,118
| – | – | 0.22% | 88 |
|
|
2021
Q1 | $227K | Hold |
1,118
| – | – | 0.22% | 85 |
|
|
2020
Q4 | $211K | Buy |
+1,118
| New | +$211K | 0.21% | 84 |
|