EWM
Empirical Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,414
| Closed | -$297K | – | 682 |
|
|
2024
Q4 | $297K | Buy |
1,414
+513
| +57% | +$108K | 0.01% | 501 |
|
|
2024
Q3 | $214K | Buy |
901
+5
| +0.6% | +$1.19K | 0.01% | 530 |
|
|
2024
Q2 | $201K | Buy |
+896
| New | +$201K | 0.01% | 534 |
|
|
2023
Q2 | – | Sell |
-1,415
| Closed | -$278K | – | 483 |
|
|
2023
Q1 | $278K | Sell |
1,415
-321
| -18% | -$63K | 0.01% | 400 |
|
|
2022
Q4 | $361K | Sell |
1,736
-147
| -8% | -$30.6K | 0.02% | 357 |
|
|
2022
Q3 | $391K | Sell |
1,883
-1,853
| -50% | -$385K | 0.02% | 334 |
|
|
2022
Q2 | $903K | Sell |
3,736
-12,640
| -77% | -$3.06M | 0.05% | 211 |
|
|
2022
Q1 | $4.07M | Buy |
16,376
+7,922
| +94% | +$1.97M | 0.2% | 81 |
|
|
2021
Q4 | $1.8M | Buy |
+8,454
| New | +$1.8M | 0.09% | 145 |
|
|
2020
Q4 | – | Sell |
-1,545
| Closed | -$262K | – | 384 |
|
|
2020
Q3 | $262K | Sell |
1,545
-157
| -9% | -$26.6K | 0.02% | 294 |
|
|
2020
Q2 | $289K | Sell |
1,702
-17
| -1% | -$2.89K | 0.03% | 282 |
|
|
2020
Q1 | $310K | Buy |
1,719
+175
| +11% | +$31.6K | 0.03% | 243 |
|
|
2019
Q4 | $306K | Hold |
1,544
| – | – | 0.03% | 251 |
|
|
2019
Q3 | $322K | Buy |
+1,544
| New | +$322K | 0.04% | 222 |
|