Evermay Wealth Management’s L3Harris LHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$201K Hold
801
0.02% 198
2025
Q1
$168K Hold
801
0.02% 207
2024
Q4
$168K Sell
801
-80
-9% -$16.8K 0.03% 208
2024
Q3
$210K Hold
881
0.03% 195
2024
Q2
$198K Sell
881
-90
-9% -$20.2K 0.03% 198
2024
Q1
$207K Buy
971
+268
+38% +$57.1K 0.03% 199
2023
Q4
$148K Sell
703
-670
-49% -$141K 0.03% 205
2023
Q3
$239K Hold
1,373
0.05% 151
2023
Q2
$269K Buy
1,373
+31
+2% +$6.07K 0.05% 151
2023
Q1
$263K Sell
1,342
-1,430
-52% -$281K 0.05% 147
2022
Q4
$577K Sell
2,772
-27
-1% -$5.62K 0.12% 85
2022
Q3
$582K Hold
2,799
0.12% 80
2022
Q2
$677K Buy
2,799
+1,605
+134% +$388K 0.13% 74
2022
Q1
$297K Sell
1,194
-83
-6% -$20.6K 0.05% 153
2021
Q4
$272K Sell
1,277
-130
-9% -$27.7K 0.05% 143
2021
Q3
$310K Hold
1,407
0.06% 129
2021
Q2
$304K Sell
1,407
-41
-3% -$8.86K 0.06% 143
2021
Q1
$293K Sell
1,448
-250
-15% -$50.6K 0.06% 143
2020
Q4
$321K Sell
1,698
-566
-25% -$107K 0.07% 126
2020
Q3
$385K Sell
2,264
-45
-2% -$7.65K 0.09% 101
2020
Q2
$392K Sell
2,309
-310
-12% -$52.6K 0.1% 93
2020
Q1
$472K Buy
+2,619
New +$472K 0.14% 71