Bridgewater Associates’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
Q1 | – | Sell |
-17,918
| Closed | -$643K | – | 645 |
|
|
2019
Q4 | $643K | Buy |
+17,918
| New | +$643K | 0.01% | 384 |
|
|
2019
Q1 | – | Sell |
-13,847
| Closed | -$353K | – | 544 |
|
|
2018
Q4 | $353K | Buy |
+13,847
| New | +$353K | ﹤0.01% | 446 |
|
|
2016
Q3 | – | Sell |
-14,400
| Closed | -$425K | – | 424 |
|
|
2016
Q2 | $425K | Buy |
+14,400
| New | +$425K | 0.01% | 296 |
|
|
2015
Q3 | – | Sell |
-12,529
| Closed | -$646K | – | 505 |
|
|
2015
Q2 | $646K | Buy |
+12,529
| New | +$646K | 0.01% | 251 |
|
|
2014
Q3 | – | Sell |
-4,333
| Closed | -$222K | – | 434 |
|
|
2014
Q2 | $222K | Buy |
4,333
+100
| +2% | +$5.12K | ﹤0.01% | 290 |
|
|
2014
Q1 | $208K | Sell |
4,233
-16,000
| -79% | -$786K | ﹤0.01% | 330 |
|
|
2013
Q4 | $880K | Buy |
20,233
+500
| +3% | +$21.7K | 0.01% | 239 |
|
|
2013
Q3 | $660K | Buy |
+19,733
| New | +$660K | 0.01% | 252 |
|