Heritage 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 | $214K | Hold |
852
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $178K | Sell |
852
-22
| -3% | -$4.61K | 0.01% | 205 |
|
|
2024
Q4 | $184K | Sell |
874
-10
| -1% | -$2.1K | 0.01% | 206 |
|
|
2024
Q3 | $210K | Buy |
884
+32
| +4% | +$7.61K | 0.01% | 209 |
|
|
2024
Q2 | $191K | Hold |
852
| – | – | 0.01% | 203 |
|
|
2024
Q1 | $182K | Hold |
852
| – | – | 0.01% | 220 |
|
|
2023
Q4 | $179K | Buy |
852
+150
| +21% | +$31.6K | 0.01% | 221 |
|
|
2023
Q3 | $122K | Sell |
702
-14
| -2% | -$2.44K | 0.01% | 237 |
|
|
2023
Q2 | $140K | Sell |
716
-2
| -0.3% | -$392 | 0.01% | 231 |
|
|
2023
Q1 | $141K | Sell |
718
-143
| -17% | -$28.1K | 0.01% | 233 |
|
|
2022
Q4 | $179K | Buy |
861
+159
| +23% | +$33.1K | 0.01% | 220 |
|
|
2022
Q3 | $146K | Sell |
702
-414
| -37% | -$86K | 0.01% | 225 |
|
|
2022
Q2 | $270K | Buy |
1,116
+414
| +59% | +$100K | 0.02% | 169 |
|
|
2022
Q1 | $174K | Hold |
702
| – | – | 0.01% | 206 |
|
|
2021
Q4 | $150K | Hold |
702
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $155K | Hold |
702
| – | – | 0.01% | 217 |
|
|
2021
Q2 | $152K | Hold |
702
| – | – | 0.01% | 222 |
|
|
2021
Q1 | $142K | Hold |
702
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $133K | Hold |
702
| – | – | 0.01% | 228 |
|
|
2020
Q3 | $119K | Hold |
702
| – | – | 0.02% | 192 |
|
|
2020
Q2 | $119K | Hold |
702
| – | – | 0.02% | 184 |
|
|
2020
Q1 | $126K | Sell |
702
-8
| -1% | -$1.44K | 0.02% | 163 |
|
|
2019
Q4 | $140K | Buy |
710
+8
| +1% | +$1.58K | 0.02% | 203 |
|
|
2019
Q3 | $146K | Buy |
+702
| New | +$146K | 0.02% | 180 |
|