Waverly Advisors’s L3Harris LHX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.73M | Sell |
14,858
-792
| -5% | -$199K | 0.04% | 362 |
|
2025
Q1 | $3.28M | Buy |
15,650
+6,782
| +76% | +$1.42M | 0.04% | 371 |
|
2024
Q4 | $1.86M | Buy |
8,868
+4,726
| +114% | +$994K | 0.03% | 397 |
|
2024
Q3 | $985K | Buy |
4,142
+2,399
| +138% | +$571K | 0.02% | 446 |
|
2024
Q2 | $392K | Buy |
+1,743
| New | +$392K | 0.01% | 620 |
|
2018
Q1 | – | Sell |
-119
| Closed | -$17K | – | 283 |
|
2017
Q4 | $17K | Buy |
+119
| New | +$17K | ﹤0.01% | 299 |
|
2014
Q4 | – | Sell |
-118
| Closed | -$8K | – | 556 |
|
2014
Q3 | $8K | Hold |
118
| – | – | ﹤0.01% | 532 |
|
2014
Q2 | $9K | Hold |
118
| – | – | ﹤0.01% | 471 |
|
2014
Q1 | $9K | Hold |
118
| – | – | ﹤0.01% | 446 |
|
2013
Q4 | $8K | Buy |
+118
| New | +$8K | ﹤0.01% | 589 |
|