MWM
Mattern Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Sell |
5,116
-160
| -3% | -$40.1K | 0.27% | 52 |
|
|
2025
Q1 | $1.1M | Sell |
5,276
-811
| -13% | -$170K | 0.24% | 64 |
|
|
2024
Q4 | $1.28M | Sell |
6,087
-825
| -12% | -$173K | 0.28% | 61 |
|
|
2024
Q3 | $1.64M | Sell |
6,912
-5,903
| -46% | -$1.4M | 0.36% | 57 |
|
|
2024
Q2 | $2.88M | Sell |
12,815
-1,345
| -9% | -$302K | 0.69% | 42 |
|
|
2024
Q1 | $3.02M | Sell |
14,160
-237
| -2% | -$50.5K | 0.73% | 37 |
|
|
2023
Q4 | $3.03M | Buy |
14,397
+278
| +2% | +$58.6K | 0.78% | 32 |
|
|
2023
Q3 | $2.46M | Buy |
14,119
+880
| +7% | +$153K | 0.72% | 40 |
|
|
2023
Q2 | $2.59M | Buy |
13,239
+897
| +7% | +$176K | 0.76% | 35 |
|
|
2023
Q1 | $2.42M | Buy |
12,342
+218
| +2% | +$42.8K | 0.8% | 35 |
|
|
2022
Q4 | $2.52M | Sell |
12,124
-4
| -0% | -$833 | 1.02% | 29 |
|
|
2022
Q3 | $2.52M | Sell |
12,128
-73
| -0.6% | -$15.2K | 1.01% | 24 |
|
|
2022
Q2 | $2.95M | Buy |
12,201
+38
| +0.3% | +$9.19K | 1.15% | 21 |
|
|
2022
Q1 | $3.02M | Buy |
12,163
+2,144
| +21% | +$533K | 0.99% | 27 |
|
|
2021
Q4 | $2.14M | Sell |
10,019
-172
| -2% | -$36.7K | 0.63% | 41 |
|
|
2021
Q3 | $2.25M | Sell |
10,191
-221
| -2% | -$48.7K | 0.75% | 38 |
|
|
2021
Q2 | $2.33M | Sell |
10,412
-268
| -3% | -$60K | 0.74% | 36 |
|
|
2021
Q1 | $2.17M | Sell |
10,680
-1,130
| -10% | -$229K | 0.76% | 38 |
|
|
2020
Q4 | $2.23M | Sell |
11,810
-106
| -0.9% | -$20K | 0.84% | 30 |
|
|
2020
Q3 | $2.02M | Sell |
11,916
-528
| -4% | -$89.7K | 0.87% | 32 |
|
|
2020
Q2 | $2.11M | Buy |
12,444
+1,551
| +14% | +$263K | 1.03% | 31 |
|
|
2020
Q1 | $1.96M | Buy |
10,893
+328
| +3% | +$59.1K | 1.41% | 21 |
|
|
2019
Q4 | $2.09M | Buy |
+10,565
| New | +$2.09M | 1.25% | 25 |
|