KMWM
Keudell/Morrison Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
4,504
+108
| +2% | +$27.1K | 0.25% | 60 |
|
|
2025
Q1 | $920K | Buy |
4,396
+10
| +0.2% | +$2.09K | 0.22% | 67 |
|
|
2024
Q4 | $922K | Buy |
4,386
+10
| +0.2% | +$2.1K | 0.24% | 68 |
|
|
2024
Q3 | $1.04M | Sell |
4,376
-64
| -1% | -$15.2K | 0.28% | 62 |
|
|
2024
Q2 | $997K | Hold |
4,440
| – | – | 0.29% | 61 |
|
|
2024
Q1 | $946K | Hold |
4,440
| – | – | 0.29% | 66 |
|
|
2023
Q4 | $935K | Sell |
4,440
-2
| -0% | -$421 | 0.31% | 63 |
|
|
2023
Q3 | $773K | Hold |
4,442
| – | – | 0.24% | 70 |
|
|
2023
Q2 | $870K | Buy |
4,442
+2
| +0% | +$392 | 0.25% | 65 |
|
|
2023
Q1 | $871K | Sell |
4,440
-24
| -0.5% | -$4.71K | 0.26% | 63 |
|
|
2022
Q4 | $929K | Buy |
4,464
+23
| +0.5% | +$4.79K | 0.3% | 60 |
|
|
2022
Q3 | $923K | Sell |
4,441
-17
| -0.4% | -$3.53K | 0.35% | 57 |
|
|
2022
Q2 | $1.08M | Sell |
4,458
-16
| -0.4% | -$3.87K | 0.39% | 53 |
|
|
2022
Q1 | $1.11M | Sell |
4,474
-8
| -0.2% | -$1.99K | 0.47% | 56 |
|
|
2021
Q4 | $956K | Sell |
4,482
-280
| -6% | -$59.7K | 0.38% | 62 |
|
|
2021
Q3 | $1.05M | Buy |
4,762
+9
| +0.2% | +$1.98K | 0.45% | 54 |
|
|
2021
Q2 | $1.03M | Sell |
4,753
-1
| -0% | -$216 | 0.56% | 55 |
|
|
2021
Q1 | $964K | Sell |
4,754
-222
| -4% | -$45K | 0.56% | 54 |
|
|
2020
Q4 | $941K | Buy |
4,976
+7
| +0.1% | +$1.32K | 0.6% | 54 |
|
|
2020
Q3 | $844K | Sell |
4,969
-331
| -6% | -$56.2K | 0.54% | 56 |
|
|
2020
Q2 | $899K | Sell |
5,300
-20
| -0.4% | -$3.39K | 0.74% | 43 |
|
|
2020
Q1 | $958K | Sell |
5,320
-94
| -2% | -$16.9K | 0.94% | 31 |
|
|
2019
Q4 | $1.07M | Sell |
5,414
-4
| -0.1% | -$791 | 0.74% | 42 |
|
|
2019
Q3 | $1.13M | Hold |
5,418
| – | – | 0.93% | 34 |
|
|
2019
Q2 | $1.12M | Buy |
+5,418
| New | +$1.12M | 0.98% | 34 |
|