HWMG
Hurlow Wealth Management Group’s L3Harris LHX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $459K | Sell |
1,831
-99
| -5% | -$24.8K | 0.13% | 68 |
|
2025
Q1 | $404K | Hold |
1,930
| – | – | 0.13% | 77 |
|
2024
Q4 | $406K | Buy |
1,930
+1
| +0.1% | +$210 | 0.13% | 74 |
|
2024
Q3 | $459K | Hold |
1,929
| – | – | 0.14% | 70 |
|
2024
Q2 | $433K | Sell |
1,929
-46
| -2% | -$10.3K | 0.15% | 70 |
|
2024
Q1 | $421K | Hold |
1,975
| – | – | 0.15% | 71 |
|
2023
Q4 | $416K | Sell |
1,975
-6
| -0.3% | -$1.26K | 0.16% | 71 |
|
2023
Q3 | $345K | Sell |
1,981
-73
| -4% | -$12.7K | 0.15% | 73 |
|
2023
Q2 | $402K | Sell |
2,054
-69
| -3% | -$13.5K | 0.17% | 71 |
|
2023
Q1 | $417K | Sell |
2,123
-1
| -0% | -$196 | 0.19% | 64 |
|
2022
Q4 | $442K | Buy |
2,124
+6
| +0.3% | +$1.25K | 0.23% | 61 |
|
2022
Q3 | $440K | Sell |
2,118
-65
| -3% | -$13.5K | 0.26% | 54 |
|
2022
Q2 | $528K | Sell |
2,183
-11
| -0.5% | -$2.66K | 0.3% | 46 |
|
2022
Q1 | $545K | Sell |
2,194
-440
| -17% | -$109K | 0.33% | 47 |
|
2021
Q4 | $452K | Hold |
2,634
| – | – | 0.35% | 49 |
|
2021
Q3 | $580K | Hold |
2,634
| – | – | 0.34% | 43 |
|
2021
Q2 | $569K | Sell |
2,634
-10
| -0.4% | -$2.16K | 0.37% | 44 |
|
2021
Q1 | $536K | Buy |
2,644
+10
| +0.4% | +$2.03K | 0.39% | 45 |
|
2020
Q4 | $498K | Hold |
2,634
| – | – | 0.39% | 46 |
|
2020
Q3 | $447K | Hold |
2,634
| – | – | 0.41% | 45 |
|
2020
Q2 | $428K | Hold |
2,634
| – | – | 0.41% | 45 |
|
2020
Q1 | $514K | Hold |
2,634
| – | – | 0.55% | 36 |
|
2019
Q4 | $561K | Sell |
2,634
-228
| -8% | -$48.6K | 0.55% | 36 |
|
2019
Q3 | $591K | Buy |
+2,862
| New | +$591K | 0.63% | 33 |
|
2019
Q2 | – | Sell |
-2,998
| Closed | -$505K | – | 96 |
|
2019
Q1 | $505K | Sell |
2,998
-34
| -1% | -$5.73K | 0.54% | 40 |
|
2018
Q4 | $433K | Buy |
+3,032
| New | +$433K | 0.52% | 39 |
|