EWA
EP Wealth Advisors’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
4,817
+1,949
| +68% | +$489K | 0.01% | 523 |
|
|
2025
Q1 | $600K | Sell |
2,868
-51
| -2% | -$10.7K | ﹤0.01% | 643 |
|
|
2024
Q4 | $614K | Sell |
2,919
-14,359
| -83% | -$3.02M | 0.01% | 631 |
|
|
2024
Q3 | $4.11M | Buy |
17,278
+14,593
| +544% | +$3.47M | 0.04% | 241 |
|
|
2024
Q2 | $603K | Sell |
2,685
-31
| -1% | -$6.96K | 0.01% | 491 |
|
|
2024
Q1 | $579K | Sell |
2,716
-672
| -20% | -$143K | 0.01% | 486 |
|
|
2023
Q4 | $714K | Sell |
3,388
-1,751
| -34% | -$369K | 0.01% | 424 |
|
|
2023
Q3 | $895K | Sell |
5,139
-12,365
| -71% | -$2.15M | 0.01% | 356 |
|
|
2023
Q2 | $1.01M | Buy |
+17,504
| New | +$1.01M | 0.01% | 337 |
|
|
2023
Q1 | – | Sell |
-2,309
| Closed | -$481K | – | 677 |
|
|
2022
Q4 | $481K | Buy |
+2,309
| New | +$481K | 0.01% | 386 |
|
|
2022
Q3 | – | Sell |
-3,379
| Closed | -$817K | – | 498 |
|
|
2022
Q2 | $817K | Buy |
3,379
+37
| +1% | +$8.95K | 0.02% | 286 |
|
|
2022
Q1 | $831K | Buy |
3,342
+155
| +5% | +$38.5K | 0.02% | 296 |
|
|
2021
Q4 | $680K | Sell |
3,187
-25
| -0.8% | -$5.33K | 0.02% | 306 |
|
|
2021
Q3 | $708K | Sell |
3,212
-156
| -5% | -$34.4K | 0.02% | 279 |
|
|
2021
Q2 | $728K | Buy |
3,368
+557
| +20% | +$120K | 0.02% | 279 |
|
|
2021
Q1 | $570K | Buy |
2,811
+54
| +2% | +$11K | 0.02% | 301 |
|
|
2020
Q4 | $521K | Sell |
2,757
-167
| -6% | -$31.6K | 0.02% | 259 |
|
|
2020
Q3 | $497K | Sell |
2,924
-174
| -6% | -$29.6K | 0.02% | 226 |
|
|
2020
Q2 | $526K | Buy |
3,098
+46
| +2% | +$7.81K | 0.02% | 236 |
|
|
2020
Q1 | $550K | Sell |
3,052
-343
| -10% | -$61.8K | 0.03% | 239 |
|
|
2019
Q4 | $672K | Buy |
3,395
+1,497
| +79% | +$296K | 0.03% | 237 |
|
|
2019
Q3 | $396K | Buy |
1,898
+189
| +11% | +$39.4K | 0.02% | 244 |
|
|
2019
Q2 | $323K | Buy |
1,709
+3
| +0.2% | +$567 | 0.02% | 234 |
|
|
2019
Q1 | $272K | Buy |
1,706
+35
| +2% | +$5.58K | 0.03% | 210 |
|
|
2018
Q4 | $225K | Sell |
1,671
-194
| -10% | -$26.1K | 0.02% | 232 |
|
|
2018
Q3 | $316K | Buy |
1,865
+9
| +0.5% | +$1.53K | 0.02% | 220 |
|
|
2018
Q2 | $268K | Sell |
1,856
-9
| -0.5% | -$1.3K | 0.03% | 162 |
|
|
2018
Q1 | $301K | Buy |
1,865
+9
| +0.5% | +$1.45K | 0.03% | 162 |
|
|
2017
Q4 | $263K | Hold |
1,856
| – | – | 0.03% | 160 |
|
|
2017
Q3 | $244K | Sell |
1,856
-19
| -1% | -$2.5K | 0.03% | 153 |
|
|
2017
Q2 | $205K | Buy |
1,875
+19
| +1% | +$2.08K | 0.03% | 172 |
|
|
2017
Q1 | $207K | Buy |
+1,856
| New | +$207K | 0.03% | 151 |
|