FAM
LM
Formidable Asset Management’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,300
| Closed | -$259K | – | 282 |
|
|
2020
Q1 | $259K | Sell |
5,300
-1,525
| -22% | -$74.5K | 0.1% | 152 |
|
|
2019
Q4 | $255K | Hold |
6,825
| – | – | 0.08% | 179 |
|
|
2019
Q3 | $240K | Sell |
6,825
-100
| -1% | -$3.52K | 0.22% | 78 |
|
|
2019
Q2 | $261K | Buy |
+6,925
| New | +$261K | 0.09% | 164 |
|
|
2016
Q2 | – | Sell |
-1,375
| Closed | -$47K | – | 467 |
|
|
2016
Q1 | $47K | Hold |
1,375
| – | – | 0.03% | 209 |
|
|
2015
Q4 | $51K | Hold |
1,375
| – | – | 0.04% | 219 |
|
|
2015
Q3 | $57K | Hold |
1,375
| – | – | 0.04% | 216 |
|
|
2015
Q2 | $71K | Sell |
1,375
-1,000
| -42% | -$51.6K | 0.05% | 184 |
|
|
2015
Q1 | $128K | Hold |
2,375
| – | – | 0.08% | 145 |
|
|
2014
Q4 | $127K | Hold |
2,375
| – | – | 0.09% | 136 |
|
|
2014
Q3 | $124K | Sell |
2,375
-34,110
| -93% | -$1.78M | 0.08% | 136 |
|
|
2014
Q2 | $1.87M | Sell |
36,485
-2,500
| -6% | -$128K | 1.13% | 19 |
|
|
2014
Q1 | $1.78M | Buy |
38,985
+1,495
| +4% | +$68.4K | 1.25% | 18 |
|
|
2013
Q4 | $1.57M | Buy |
37,490
+31,652
| +542% | +$1.32M | 1.06% | 20 |
|
|
2013
Q3 | $198K | Buy |
+5,838
| New | +$198K | 0.17% | 101 |
|