Institute for 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
$320K Sell
1,276
-259
-17% -$65K 0.04% 416
2025
Q1
$321K Sell
1,535
-18
-1% -$3.77K 0.04% 393
2024
Q4
$327K Sell
1,553
-23
-1% -$4.84K 0.04% 379
2024
Q3
$375K Buy
1,576
+3
+0.2% +$713 0.05% 361
2024
Q2
$353K Sell
1,573
-18
-1% -$4.04K 0.05% 357
2024
Q1
$339K Buy
1,591
+131
+9% +$27.9K 0.04% 357
2023
Q4
$307K Buy
1,460
+3
+0.2% +$632 0.05% 363
2023
Q3
$254K Buy
1,457
+15
+1% +$2.61K 0.05% 377
2023
Q2
$282K Sell
1,442
-13
-0.9% -$2.55K 0.05% 369
2023
Q1
$285K Sell
1,455
-4
-0.3% -$785 0.05% 363
2022
Q4
$304K Sell
1,459
-9
-0.6% -$1.87K 0.06% 343
2022
Q3
$305K Buy
1,468
+7
+0.5% +$1.45K 0.07% 334
2022
Q2
$353K Buy
1,461
+2
+0.1% +$483 0.07% 352
2022
Q1
$363K Buy
1,459
+404
+38% +$101K 0.06% 361
2021
Q4
$225K Sell
1,055
-375
-26% -$80K 0.04% 445
2021
Q3
$315K Sell
1,430
-219
-13% -$48.2K 0.06% 361
2021
Q2
$356K Buy
1,649
+15
+0.9% +$3.24K 0.06% 334
2021
Q1
$331K Buy
1,634
+25
+2% +$5.06K 0.06% 338
2020
Q4
$304K Hold
1,609
0.06% 341
2020
Q3
$273K Sell
1,609
-16
-1% -$2.72K 0.06% 332
2020
Q2
$276K Sell
1,625
-100
-6% -$17K 0.07% 337
2020
Q1
$311K Buy
1,725
+30
+2% +$5.41K 0.1% 269
2019
Q4
$335K Hold
1,695
0.08% 320
2019
Q3
$354K Buy
1,695
+602
+55% +$126K 0.09% 295
2019
Q2
$207K Buy
+1,093
New +$207K 0.05% 428