LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
1,140
| – | – | ﹤0.01% | 244 |
|
|
2025
Q1 | $247K | Sell |
1,140
-100
| -8% | -$21.6K | ﹤0.01% | 250 |
|
|
2024
Q4 | $276K | Hold |
1,240
| – | – | ﹤0.01% | 249 |
|
|
2024
Q3 | $303K | Hold |
1,240
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $298K | Sell |
1,240
-28
| -2% | -$6.73K | ﹤0.01% | 236 |
|
|
2024
Q1 | $264K | Buy |
1,268
+28
| +2% | +$5.83K | ﹤0.01% | 251 |
|
|
2023
Q4 | $258K | Hold |
1,240
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $227K | Hold |
1,240
| – | – | ﹤0.01% | 273 |
|
|
2023
Q2 | $243K | Buy |
1,240
+100
| +9% | +$19.6K | ﹤0.01% | 276 |
|
|
2023
Q1 | $224K | Hold |
1,140
| – | – | ﹤0.01% | 272 |
|
|
2022
Q4 | $237K | Buy |
1,140
+250
| +28% | +$52.1K | ﹤0.01% | 264 |
|
|
2022
Q3 | $185K | Hold |
890
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $215K | Hold |
890
| – | – | ﹤0.01% | 279 |
|
|
2022
Q1 | $221K | Sell |
890
-31
| -3% | -$7.7K | ﹤0.01% | 295 |
|
|
2021
Q4 | $196K | Hold |
921
| – | – | ﹤0.01% | 313 |
|
|
2021
Q3 | $203K | Hold |
921
| – | – | ﹤0.01% | 309 |
|
|
2021
Q2 | $199K | Buy |
+921
| New | +$199K | ﹤0.01% | 321 |
|
|
2021
Q1 | – | Sell |
-390
| Closed | -$74K | – | 529 |
|
|
2020
Q4 | $74K | Hold |
390
| – | – | ﹤0.01% | 386 |
|
|
2020
Q3 | $66K | Hold |
390
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $66K | Hold |
390
| – | – | ﹤0.01% | 357 |
|
|
2020
Q1 | $70K | Hold |
390
| – | – | ﹤0.01% | 336 |
|
|
2019
Q4 | $77K | Sell |
390
-6
| -2% | -$1.19K | ﹤0.01% | 382 |
|
|
2019
Q3 | $83K | Buy |
+396
| New | +$83K | ﹤0.01% | 362 |
|
|
2018
Q1 | – | Sell |
-12
| Closed | -$2K | – | 769 |
|
|
2017
Q4 | $2K | Hold |
12
| – | – | ﹤0.01% | 653 |
|
|
2017
Q3 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 653 |
|