Waldron Private Wealth’s L3Harris LHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-931
Closed -$221K 432
2024
Q3
$221K Sell
931
-72
-7% -$17.1K 0.01% 382
2024
Q2
$225K Buy
+1,003
New +$225K 0.01% 376
2023
Q3
Sell
-1,036
Closed -$203K 394
2023
Q2
$203K Buy
1,036
+7
+0.7% +$1.37K 0.01% 357
2023
Q1
$202K Buy
+1,029
New +$202K 0.01% 395
2022
Q3
Sell
-1,172
Closed -$283K 386
2022
Q2
$283K Sell
1,172
-36
-3% -$8.69K 0.02% 307
2022
Q1
$300K Buy
+1,208
New +$300K 0.02% 313