TSWM
Triangle Securities Wealth Management’s L3Harris LHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
4,462
-725
| -14% | -$182K | 0.28% | 90 |
|
|
2025
Q1 | $1.09M | Sell |
5,187
-457
| -8% | -$95.7K | 0.28% | 97 |
|
|
2024
Q4 | $1.19M | Sell |
5,644
-115
| -2% | -$24.2K | 0.3% | 86 |
|
|
2024
Q3 | $1.37M | Sell |
5,759
-290
| -5% | -$69K | 0.35% | 74 |
|
|
2024
Q2 | $1.36M | Sell |
6,049
-903
| -13% | -$203K | 0.38% | 75 |
|
|
2024
Q1 | $1.48M | Sell |
6,952
-1,348
| -16% | -$287K | 0.42% | 69 |
|
|
2023
Q4 | $1.75M | Sell |
8,300
-312
| -4% | -$65.7K | 0.54% | 59 |
|
|
2023
Q3 | $1.5M | Buy |
8,612
+46
| +0.5% | +$8.01K | 0.53% | 61 |
|
|
2023
Q2 | $1.68M | Sell |
8,566
-76
| -0.9% | -$14.9K | 0.58% | 58 |
|
|
2023
Q1 | $1.7M | Sell |
8,642
-160
| -2% | -$31.4K | 0.61% | 53 |
|
|
2022
Q4 | $1.83M | Sell |
8,802
-161
| -2% | -$33.5K | 0.67% | 49 |
|
|
2022
Q3 | $1.86M | Sell |
8,963
-75
| -0.8% | -$15.6K | 0.76% | 40 |
|
|
2022
Q2 | $2.18M | Sell |
9,038
-34
| -0.4% | -$8.22K | 0.85% | 37 |
|
|
2022
Q1 | $2.25M | Sell |
9,072
-368
| -4% | -$91.4K | 0.75% | 39 |
|
|
2021
Q4 | $2.01M | Sell |
9,440
-29
| -0.3% | -$6.18K | 0.63% | 49 |
|
|
2021
Q3 | $2.09M | Buy |
9,469
+32
| +0.3% | +$7.05K | 0.71% | 41 |
|
|
2021
Q2 | $2.04M | Buy |
9,437
+35
| +0.4% | +$7.57K | 0.69% | 45 |
|
|
2021
Q1 | $1.91M | Buy |
9,402
+40
| +0.4% | +$8.11K | 0.69% | 48 |
|
|
2020
Q4 | $1.77M | Buy |
9,362
+366
| +4% | +$69.2K | 0.7% | 48 |
|
|
2020
Q3 | $1.53M | Sell |
8,996
-70
| -0.8% | -$11.9K | 0.69% | 48 |
|
|
2020
Q2 | $1.54M | Buy |
9,066
+4,230
| +87% | +$718K | 0.74% | 46 |
|
|
2020
Q1 | $871K | Sell |
4,836
-236
| -5% | -$42.5K | 0.5% | 67 |
|
|
2019
Q4 | $1M | Sell |
5,072
-141
| -3% | -$27.9K | 0.44% | 67 |
|
|
2019
Q3 | $1.09M | Sell |
5,213
-214
| -4% | -$44.7K | 0.53% | 63 |
|
|
2019
Q2 | $1M | Buy |
+5,427
| New | +$1M | 0.51% | 64 |
|
|
2013
Q3 | – | Sell |
-120
| Closed | -$6K | – | 267 |
|
|
2013
Q2 | $6K | Buy |
+120
| New | +$6K | ﹤0.01% | 474 |
|