GWM
LM
Graybill Wealth Management’s Legg Mason, Inc. LM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-62,170
| Closed | -$2.23M | – | 58 |
|
|
2019
Q4 | $2.23M | Sell |
62,170
-15
| -0% | -$539 | 1.39% | 38 |
|
|
2019
Q3 | $2.38M | Sell |
62,185
-50,339
| -45% | -$1.92M | 1.61% | 33 |
|
|
2019
Q2 | $4.31M | Sell |
112,524
-995
| -0.9% | -$38.1K | 2.95% | 11 |
|
|
2019
Q1 | $3.11M | Buy |
113,519
+4,180
| +4% | +$114K | 2.17% | 27 |
|
|
2018
Q4 | $2.79M | Buy |
109,339
+5,435
| +5% | +$139K | 2.32% | 25 |
|
|
2018
Q3 | $3.25M | Sell |
103,904
-225
| -0.2% | -$7.03K | 2.35% | 22 |
|
|
2018
Q2 | $3.62M | Buy |
104,129
+26,514
| +34% | +$921K | 2.77% | 10 |
|
|
2018
Q1 | $3.16M | Sell |
77,615
-1,320
| -2% | -$53.7K | 2.4% | 21 |
|
|
2017
Q4 | $3.31M | Buy |
78,935
+1,065
| +1% | +$44.7K | 2.39% | 16 |
|
|
2017
Q3 | $3.06M | Sell |
77,870
-17
| -0% | -$668 | 2.26% | 23 |
|
|
2017
Q2 | $2.97M | Sell |
77,887
-8
| -0% | -$305 | 2.35% | 24 |
|
|
2017
Q1 | $2.81M | Buy |
+77,895
| New | +$2.81M | 2.23% | 26 |
|