EverSource Wealth Advisors’s L3Harris LHX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$545K Buy
2,171
+67
+3% +$16.8K 0.02% 421
2025
Q1
$440K Buy
2,104
+166
+9% +$34.7K 0.02% 409
2024
Q4
$407K Buy
1,938
+1,114
+135% +$234K 0.02% 415
2024
Q3
$196K Sell
824
-8
-1% -$1.9K 0.01% 565
2024
Q2
$189K Buy
832
+19
+2% +$4.31K 0.01% 575
2024
Q1
$174K Buy
813
+9
+1% +$1.93K 0.01% 535
2023
Q4
$169K Buy
804
+116
+17% +$24.4K 0.02% 474
2023
Q3
$120K Buy
688
+4
+0.6% +$696 0.01% 508
2023
Q2
$134K Sell
684
-146
-18% -$28.6K 0.01% 486
2023
Q1
$163K Buy
830
+245
+42% +$48.1K 0.02% 412
2022
Q4
$122K Sell
585
-502
-46% -$105K 0.02% 454
2022
Q3
$225K Buy
1,087
+360
+50% +$74.5K 0.05% 283
2022
Q2
$176K Buy
727
+365
+101% +$88.4K 0.05% 273
2022
Q1
$90K Buy
362
+214
+145% +$53.2K 0.02% 351
2021
Q4
$31K Buy
+148
New +$31K 0.01% 525