Forvis Mazars Wealth Advisors’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $577K | Sell |
2,301
-15
| -0.6% | -$3.76K | 0.01% | 261 |
|
|
2025
Q1 | $485K | Sell |
2,316
-932
| -29% | -$195K | 0.01% | 287 |
|
|
2024
Q4 | $683K | Buy |
3,248
+2
| +0.1% | +$421 | 0.02% | 263 |
|
|
2024
Q3 | $772K | Buy |
3,246
+963
| +42% | +$229K | 0.02% | 255 |
|
|
2024
Q2 | $513K | Hold |
2,283
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $487K | Hold |
2,283
| – | – | 0.01% | 298 |
|
|
2023
Q4 | $481K | Sell |
2,283
-15
| -0.7% | -$3.16K | 0.01% | 287 |
|
|
2023
Q3 | $400K | Buy |
2,298
+10
| +0.4% | +$1.74K | 0.01% | 303 |
|
|
2023
Q2 | $448K | Sell |
2,288
-1
| -0% | -$196 | 0.01% | 305 |
|
|
2023
Q1 | $449K | Buy |
2,289
+1
| +0% | +$196 | 0.01% | 279 |
|
|
2022
Q4 | $476K | Buy |
2,288
+198
| +9% | +$41.2K | 0.02% | 266 |
|
|
2022
Q3 | $434K | Sell |
2,090
-160
| -7% | -$33.2K | 0.02% | 270 |
|
|
2022
Q2 | $544K | Buy |
2,250
+30
| +1% | +$7.25K | 0.02% | 239 |
|
|
2022
Q1 | $552K | Sell |
2,220
-7
| -0.3% | -$1.74K | 0.02% | 181 |
|
|
2021
Q4 | $475K | Buy |
2,227
+355
| +19% | +$75.7K | 0.02% | 185 |
|
|
2021
Q3 | $412K | Sell |
1,872
-61
| -3% | -$13.4K | 0.02% | 195 |
|
|
2021
Q2 | $418K | Buy |
1,933
+10
| +0.5% | +$2.16K | 0.02% | 190 |
|
|
2021
Q1 | $390K | Sell |
1,923
-599
| -24% | -$121K | 0.02% | 198 |
|
|
2020
Q4 | $477K | Buy |
2,522
+579
| +30% | +$110K | 0.02% | 235 |
|
|
2020
Q3 | $330K | Sell |
1,943
-52
| -3% | -$8.83K | 0.02% | 245 |
|
|
2020
Q2 | $338K | Sell |
1,995
-91
| -4% | -$15.4K | 0.02% | 237 |
|
|
2020
Q1 | $376K | Buy |
2,086
+187
| +10% | +$33.7K | 0.03% | 196 |
|
|
2019
Q4 | $376K | Sell |
1,899
-251
| -12% | -$49.7K | 0.03% | 219 |
|
|
2019
Q3 | $449K | Buy |
+2,150
| New | +$449K | 0.04% | 184 |
|