Williams Jones Wealth Management’s L3Harris LHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.14M Sell
8,546
-263
-3% -$66K 0.03% 182
2025
Q1
$1.84M Sell
8,809
-265
-3% -$55.5K 0.02% 189
2024
Q4
$1.91M Buy
9,074
+50
+0.6% +$10.5K 0.02% 193
2024
Q3
$2.15M Sell
9,024
-149
-2% -$35.4K 0.03% 192
2024
Q2
$2.06M Sell
9,173
-25
-0.3% -$5.61K 0.03% 190
2024
Q1
$1.96M Buy
9,198
+400
+5% +$85.2K 0.02% 192
2023
Q4
$1.85M Sell
8,798
-132
-1% -$27.8K 0.03% 199
2023
Q3
$1.55M Sell
8,930
-223
-2% -$38.8K 0.02% 210
2023
Q2
$1.79M Sell
9,153
-11
-0.1% -$2.15K 0.03% 207
2023
Q1
$1.8M Hold
9,164
0.03% 213
2022
Q4
$1.91M Sell
9,164
-13
-0.1% -$2.71K 0.03% 204
2022
Q3
$1.91M Buy
9,177
+320
+4% +$66.5K 0.03% 206
2022
Q2
$2.14M Buy
8,857
+5,888
+198% +$1.42M 0.03% 201
2022
Q1
$738K Buy
+2,969
New +$738K 0.01% 303
2020
Q3
Sell
-3,012
Closed -$511K 450
2020
Q2
$511K Hold
3,012
0.01% 256
2020
Q1
$543K Hold
3,012
0.01% 225
2019
Q4
$596K Buy
+3,012
New +$596K 0.01% 255