Bessemer Group’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-925
| Closed | -$46K | – | 1804 |
|
|
2020
Q2 | $46K | Hold |
925
| – | – | ﹤0.01% | 1355 |
|
|
2020
Q1 | $45K | Sell |
925
-1,081
| -54% | -$52.6K | ﹤0.01% | 1240 |
|
|
2019
Q4 | $73K | Hold |
2,006
| – | – | ﹤0.01% | 1224 |
|
|
2019
Q3 | $76K | Sell |
2,006
-3,788
| -65% | -$144K | ﹤0.01% | 1207 |
|
|
2019
Q2 | $221K | Hold |
5,794
| – | – | ﹤0.01% | 1059 |
|
|
2019
Q1 | $158K | Buy |
5,794
+4,493
| +345% | +$123K | ﹤0.01% | 1034 |
|
|
2018
Q4 | $33K | Buy |
1,301
+101
| +8% | +$2.56K | ﹤0.01% | 1415 |
|
|
2018
Q3 | $38K | Hold |
1,200
| – | – | ﹤0.01% | 1320 |
|
|
2018
Q2 | $42K | Hold |
1,200
| – | – | ﹤0.01% | 1268 |
|
|
2018
Q1 | $48K | Sell |
1,200
-3,299
| -73% | -$132K | ﹤0.01% | 1246 |
|
|
2017
Q4 | $189K | Buy |
4,499
+3,089
| +219% | +$130K | ﹤0.01% | 1027 |
|
|
2017
Q3 | $55K | Buy |
1,410
+60
| +4% | +$2.34K | ﹤0.01% | 1290 |
|
|
2017
Q2 | $52K | Hold |
1,350
| – | – | ﹤0.01% | 1290 |
|
|
2017
Q1 | $49K | Hold |
1,350
| – | – | ﹤0.01% | 1307 |
|
|
2016
Q4 | $40K | Buy |
1,350
+600
| +80% | +$17.8K | ﹤0.01% | 1398 |
|
|
2016
Q3 | $25K | Hold |
750
| – | – | ﹤0.01% | 1324 |
|
|
2016
Q2 | $22K | Hold |
750
| – | – | ﹤0.01% | 987 |
|
|
2016
Q1 | $26K | Hold |
750
| – | – | ﹤0.01% | 1013 |
|
|
2015
Q4 | $29K | Hold |
750
| – | – | ﹤0.01% | 1070 |
|
|
2015
Q3 | $31K | Hold |
750
| – | – | ﹤0.01% | 1044 |
|
|
2015
Q2 | $39K | Hold |
750
| – | – | ﹤0.01% | 1018 |
|
|
2015
Q1 | $41K | Hold |
750
| – | – | ﹤0.01% | 1002 |
|
|
2014
Q4 | $40K | Hold |
750
| – | – | ﹤0.01% | 987 |
|
|
2014
Q3 | $38K | Sell |
750
-450
| -38% | -$22.8K | ﹤0.01% | 926 |
|
|
2014
Q2 | $61K | Hold |
1,200
| – | – | ﹤0.01% | 851 |
|
|
2014
Q1 | $59K | Hold |
1,200
| – | – | ﹤0.01% | 833 |
|
|
2013
Q4 | $53K | Hold |
1,200
| – | – | ﹤0.01% | 854 |
|
|
2013
Q3 | $40K | Sell |
1,200
-51,100
| -98% | -$1.7M | ﹤0.01% | 859 |
|
|
2013
Q2 | $1.62M | Buy |
+52,300
| New | +$1.62M | 0.01% | 321 |
|