GHP Investment Advisors’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 |
-59,057
| Closed | -$2.94M | – | 275 |
|
|
2020
Q2 | $2.94M | Buy |
59,057
+851
| +1% | +$42.3K | 0.36% | 92 |
|
|
2020
Q1 | $2.84M | Buy |
58,206
+1,562
| +3% | +$76.3K | 0.43% | 83 |
|
|
2019
Q4 | $2.03M | Buy |
56,644
+15,330
| +37% | +$550K | 0.22% | 140 |
|
|
2019
Q3 | $1.58M | Buy |
41,314
+9,827
| +31% | +$375K | 0.2% | 152 |
|
|
2019
Q2 | $1.21M | Buy |
31,487
+3,347
| +12% | +$128K | 0.15% | 179 |
|
|
2019
Q1 | $770K | Buy |
28,140
+3,793
| +16% | +$104K | 0.1% | 200 |
|
|
2018
Q4 | $621K | Sell |
24,347
-18,770
| -44% | -$479K | 0.09% | 205 |
|
|
2018
Q3 | $1.35M | Buy |
43,117
+1,089
| +3% | +$34K | 0.18% | 155 |
|
|
2018
Q2 | $1.46M | Buy |
42,028
+1,024
| +2% | +$35.6K | 0.21% | 140 |
|
|
2018
Q1 | $1.67M | Buy |
41,004
+513
| +1% | +$20.9K | 0.24% | 129 |
|
|
2017
Q4 | $1.7M | Buy |
40,491
+3,119
| +8% | +$131K | 0.24% | 126 |
|
|
2017
Q3 | $1.47M | Buy |
37,372
+2,180
| +6% | +$85.7K | 0.22% | 134 |
|
|
2017
Q2 | $1.34M | Buy |
35,192
+5,607
| +19% | +$214K | 0.21% | 135 |
|
|
2017
Q1 | $1.07M | Buy |
29,585
+8,810
| +42% | +$318K | 0.18% | 155 |
|
|
2016
Q4 | $621K | Buy |
20,775
+2,244
| +12% | +$67.1K | 0.12% | 200 |
|
|
2016
Q3 | $620K | Buy |
18,531
+1,121
| +6% | +$37.5K | 0.13% | 191 |
|
|
2016
Q2 | $513K | Buy |
17,410
+1,663
| +11% | +$49K | 0.11% | 203 |
|
|
2016
Q1 | $546K | Buy |
15,747
+2,773
| +21% | +$96.1K | 0.12% | 194 |
|
|
2015
Q4 | $509K | Buy |
12,974
+1,404
| +12% | +$55.1K | 0.12% | 190 |
|
|
2015
Q3 | $481K | Buy |
11,570
+1,390
| +14% | +$57.8K | 0.12% | 182 |
|
|
2015
Q2 | $484K | Buy |
10,180
+2,233
| +28% | +$106K | 0.12% | 184 |
|
|
2015
Q1 | $439K | Buy |
7,947
+156
| +2% | +$8.62K | 0.11% | 192 |
|
|
2014
Q4 | $416K | Buy |
7,791
+1
| +0% | +$53 | 0.11% | 192 |
|
|
2014
Q3 | $399K | Buy |
7,790
+1
| +0% | +$51 | 0.12% | 188 |
|
|
2014
Q2 | $400K | Buy |
7,789
+1
| +0% | +$51 | 0.12% | 187 |
|
|
2014
Q1 | $382K | Buy |
7,788
+1
| +0% | +$49 | 0.12% | 181 |
|
|
2013
Q4 | $339K | Sell |
7,787
-229
| -3% | -$9.97K | 0.11% | 197 |
|
|
2013
Q3 | $268K | Buy |
8,016
+1
| +0% | +$33 | 0.1% | 214 |
|
|
2013
Q2 | $249K | Buy |
+8,015
| New | +$249K | 0.1% | 213 |
|