EWM
Evercore Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Buy |
4,813
+6
| +0.1% | +$1.51K | 0.02% | 195 |
|
|
2025
Q1 | $1.01M | Sell |
4,807
-333
| -6% | -$69.7K | 0.02% | 214 |
|
|
2024
Q4 | $1.08M | Hold |
5,140
| – | – | 0.02% | 210 |
|
|
2024
Q3 | $1.22M | Sell |
5,140
-370
| -7% | -$88K | 0.02% | 205 |
|
|
2024
Q2 | $1.24M | Sell |
5,510
-32
| -0.6% | -$7.19K | 0.02% | 203 |
|
|
2024
Q1 | $1.18M | Buy |
5,542
+18
| +0.3% | +$3.84K | 0.02% | 204 |
|
|
2023
Q4 | $1.16M | Buy |
5,524
+1,340
| +32% | +$282K | 0.02% | 211 |
|
|
2023
Q3 | $729K | Buy |
4,184
+69
| +2% | +$12K | 0.01% | 235 |
|
|
2023
Q2 | $806K | Sell |
4,115
-125
| -3% | -$24.5K | 0.01% | 236 |
|
|
2023
Q1 | $832K | Buy |
4,240
+8
| +0.2% | +$1.57K | 0.02% | 226 |
|
|
2022
Q4 | $881K | Sell |
4,232
-20
| -0.5% | -$4.16K | 0.02% | 220 |
|
|
2022
Q3 | $884K | Hold |
4,252
| – | – | 0.02% | 215 |
|
|
2022
Q2 | $1.03M | Sell |
4,252
-22
| -0.5% | -$5.32K | 0.02% | 208 |
|
|
2022
Q1 | $1.06M | Sell |
4,274
-298
| -7% | -$74K | 0.02% | 219 |
|
|
2021
Q4 | $975K | Hold |
4,572
| – | – | 0.02% | 225 |
|
|
2021
Q3 | $1.01M | Hold |
4,572
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $988K | Sell |
4,572
-48
| -1% | -$10.4K | 0.02% | 228 |
|
|
2021
Q1 | $937K | Sell |
4,620
-150
| -3% | -$30.4K | 0.02% | 232 |
|
|
2020
Q4 | $901K | Buy |
4,770
+91
| +2% | +$17.2K | 0.02% | 225 |
|
|
2020
Q3 | $795K | Buy |
4,679
+13
| +0.3% | +$2.21K | 0.02% | 221 |
|
|
2020
Q2 | $792K | Buy |
4,666
+1,856
| +66% | +$315K | 0.02% | 219 |
|
|
2020
Q1 | $506K | Buy |
2,810
+207
| +8% | +$37.3K | 0.02% | 241 |
|
|
2019
Q4 | $515K | Buy |
2,603
+562
| +28% | +$111K | 0.01% | 274 |
|
|
2019
Q3 | $426K | Buy |
2,041
+547
| +37% | +$114K | 0.01% | 284 |
|
|
2019
Q2 | $283K | Hold |
1,494
| – | – | 0.01% | 347 |
|
|
2019
Q1 | $238K | Buy |
+1,494
| New | +$238K | 0.01% | 367 |
|
|
2018
Q1 | – | Sell |
-730
| Closed | -$103K | – | 601 |
|
|
2017
Q4 | $103K | Hold |
730
| – | – | ﹤0.01% | 456 |
|
|
2017
Q3 | $96K | Hold |
730
| – | – | ﹤0.01% | 472 |
|
|
2017
Q2 | $80K | Sell |
730
-50
| -6% | -$5.48K | ﹤0.01% | 511 |
|
|
2017
Q1 | $87K | Sell |
780
-90
| -10% | -$10K | ﹤0.01% | 507 |
|
|
2016
Q4 | $89K | Hold |
870
| – | – | ﹤0.01% | 515 |
|
|
2016
Q3 | $80K | Hold |
870
| – | – | ﹤0.01% | 518 |
|
|
2016
Q2 | $72K | Hold |
870
| – | – | ﹤0.01% | 512 |
|
|
2016
Q1 | $68K | Sell |
870
-1,563
| -64% | -$122K | ﹤0.01% | 516 |
|
|
2015
Q4 | $211K | Buy |
2,433
+320
| +15% | +$27.8K | 0.01% | 359 |
|
|
2015
Q3 | $155K | Hold |
2,113
| – | – | 0.01% | 425 |
|
|
2015
Q2 | $163K | Buy |
2,113
+100
| +5% | +$7.71K | 0.01% | 454 |
|
|
2015
Q1 | $160K | Sell |
2,013
-100
| -5% | -$7.95K | 0.01% | 458 |
|
|
2014
Q4 | $152K | Hold |
2,113
| – | – | 0.01% | 403 |
|
|
2014
Q3 | $141K | Hold |
2,113
| – | – | 0.01% | 455 |
|
|
2014
Q2 | $160K | Buy |
2,113
+450
| +27% | +$34.1K | 0.01% | 425 |
|
|
2014
Q1 | $122K | Hold |
1,663
| – | – | 0.01% | 449 |
|
|
2013
Q4 | $116K | Sell |
1,663
-50
| -3% | -$3.49K | 0.01% | 435 |
|
|
2013
Q3 | $102K | Buy |
1,713
+175
| +11% | +$10.4K | 0.01% | 484 |
|
|
2013
Q2 | $75K | Buy |
+1,538
| New | +$75K | ﹤0.01% | 521 |
|