RSWM
Robertson Stephens Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+935
| New | +$235K | 0.01% | 503 |
|
|
2024
Q4 | – | Sell |
-950
| Closed | -$226K | – | 604 |
|
|
2024
Q3 | $226K | Sell |
950
-86
| -8% | -$20.5K | 0.01% | 577 |
|
|
2024
Q2 | $233K | Buy |
+1,036
| New | +$233K | 0.01% | 455 |
|
|
2022
Q3 | – | Sell |
-900
| Closed | -$217K | – | 381 |
|
|
2022
Q2 | $217K | Sell |
900
-3
| -0.3% | -$723 | 0.02% | 347 |
|
|
2022
Q1 | $224K | Buy |
+903
| New | +$224K | 0.02% | 357 |
|
|
2021
Q4 | – | Sell |
-919
| Closed | -$202K | – | 387 |
|
|
2021
Q3 | $202K | Buy |
+919
| New | +$202K | 0.02% | 301 |
|