MWPCG
Measured Wealth Private Client Group’s L3Harris LHX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $241K | Sell |
959
-2
| -0.2% | -$502 | 0.07% | 160 |
|
2025
Q1 | $201K | Buy |
961
+8
| +0.8% | +$1.67K | 0.06% | 168 |
|
2024
Q4 | $200K | Buy |
953
+50
| +6% | +$10.5K | 0.06% | 171 |
|
2024
Q3 | $215K | Hold |
903
| – | – | 0.07% | 171 |
|
2024
Q2 | $203K | Buy |
+903
| New | +$203K | 0.07% | 181 |
|
2022
Q3 | – | Sell |
-920
| Closed | -$222K | – | 168 |
|
2022
Q2 | $222K | Sell |
920
-64
| -7% | -$15.4K | 0.1% | 150 |
|
2022
Q1 | $244K | Sell |
984
-400
| -29% | -$99.2K | 0.09% | 144 |
|
2021
Q4 | $295K | Hold |
1,384
| – | – | 0.1% | 124 |
|
2021
Q3 | $305K | Sell |
1,384
-12
| -0.9% | -$2.65K | 0.12% | 121 |
|
2021
Q2 | $302K | Buy |
1,396
+12
| +0.9% | +$2.6K | 0.1% | 140 |
|
2021
Q1 | $281K | Sell |
1,384
-98
| -7% | -$19.9K | 0.1% | 121 |
|
2020
Q4 | $280K | Sell |
1,482
-1,706
| -54% | -$322K | 0.12% | 103 |
|
2020
Q3 | $541K | Buy |
3,188
+797
| +33% | +$135K | 0.26% | 60 |
|
2020
Q2 | $406K | Buy |
2,391
+291
| +14% | +$49.4K | 0.24% | 55 |
|
2020
Q1 | $378K | Sell |
2,100
-40
| -2% | -$7.2K | 0.29% | 51 |
|
2019
Q4 | $423K | Hold |
2,140
| – | – | 0.28% | 55 |
|
2019
Q3 | $446K | Sell |
2,140
-213
| -9% | -$44.4K | 0.29% | 56 |
|
2019
Q2 | $445K | Sell |
2,353
-40
| -2% | -$7.57K | 0.26% | 79 |
|
2019
Q1 | $382K | Buy |
+2,393
| New | +$382K | 0.24% | 94 |
|
2018
Q4 | – | Sell |
-691
| Closed | -$116K | – | 432 |
|
2018
Q3 | $116K | Buy |
+691
| New | +$116K | 0.07% | 212 |
|