Integrated Wealth Concepts’s L3Harris LHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$445K Sell
1,773
-2,977
-63% -$747K ﹤0.01% 1342
2025
Q1
$994K Buy
4,750
+164
+4% +$34.3K 0.01% 834
2024
Q4
$964K Sell
4,586
-120
-3% -$25.2K 0.01% 826
2024
Q3
$1.12M Sell
4,706
-6
-0.1% -$1.43K 0.01% 751
2024
Q2
$1.06M Sell
4,712
-104
-2% -$23.4K 0.01% 733
2024
Q1
$1.03M Buy
4,816
+77
+2% +$16.4K 0.01% 741
2023
Q4
$998K Sell
4,739
-42
-0.9% -$8.85K 0.02% 727
2023
Q3
$832K Sell
4,781
-135
-3% -$23.5K 0.01% 761
2023
Q2
$962K Buy
4,916
+639
+15% +$125K 0.02% 698
2023
Q1
$839K Buy
4,277
+2,182
+104% +$428K 0.02% 683
2022
Q4
$436K Buy
2,095
+150
+8% +$31.2K 0.01% 698
2022
Q3
$404K Buy
1,945
+70
+4% +$14.5K 0.01% 656
2022
Q2
$453K Buy
1,875
+54
+3% +$13K 0.01% 632
2022
Q1
$452K Sell
1,821
-3,839
-68% -$953K 0.01% 600
2021
Q4
$1.21M Sell
5,660
-451
-7% -$96.2K 0.04% 361
2021
Q3
$1.35M Buy
6,111
+1,101
+22% +$243K 0.04% 324
2021
Q2
$1.08M Buy
5,010
+327
+7% +$70.7K 0.04% 342
2021
Q1
$949K Sell
4,683
-994
-18% -$201K 0.04% 304
2020
Q4
$1.07M Buy
5,677
+649
+13% +$123K 0.05% 238
2020
Q3
$854K Buy
5,028
+435
+9% +$73.9K 0.05% 238
2020
Q2
$779K Buy
4,593
+1,115
+32% +$189K 0.06% 209
2020
Q1
$626K Buy
3,478
+1,002
+40% +$180K 0.06% 192
2019
Q4
$490K Buy
2,476
+127
+5% +$25.1K 0.04% 280
2019
Q3
$490K Buy
2,349
+1,099
+88% +$229K 0.06% 209
2019
Q2
$236K Buy
+1,250
New +$236K 0.03% 324