Iams 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
$2.5M Sell
9,977
-1,511
-13% -$379K 1.15% 23
2025
Q1
$2.4M Buy
11,488
+2,019
+21% +$423K 1.1% 27
2024
Q4
$1.99M Buy
9,469
+371
+4% +$78K 0.91% 34
2024
Q3
$2.16M Buy
9,098
+197
+2% +$46.9K 1.06% 20
2024
Q2
$2M Buy
8,901
+589
+7% +$132K 1.1% 22
2024
Q1
$1.77M Buy
8,312
+64
+0.8% +$13.6K 1.08% 26
2023
Q4
$1.74M Sell
8,248
-364
-4% -$76.7K 1.12% 22
2023
Q3
$1.5M Buy
+8,612
New +$1.5M 1.04% 33
2023
Q2
Sell
-6,931
Closed -$1.35M 92
2023
Q1
$1.35M Buy
6,931
+3,008
+77% +$586K 1.12% 28
2022
Q4
$817K Buy
+3,923
New +$817K 0.83% 40