Legacy Capital Wealth Partners’s Jones Lang LaSalle JLL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$438K	Sell	1,439 -32	-2%	-$10.3K	0.09%	225
2025 Q4	$495K	Sell	1,471 -41	-3%	-$12.9K	0.11%	206
2025 Q3	$451K	Sell	1,512 -619	-29%	-$177K	0.1%	222
2025 Q2	$545K	Sell	2,131 -3	-0.1%	-$688	0.12%	179
2025 Q1	$529K	Sell	2,134 -7	-0.3%	-$1.84K	0.13%	173
2024 Q4	$542K	Sell	2,141 -2,159	-50%	-$575K	0.13%	158
2024 Q3	$1.16M	Buy	4,300 +1,875	+77%	+$455K	0.23%	90
2024 Q2	$498K	Buy	+2,425	New	+$471K	0.13%	164
2024 Q1	–	Sell	-2,167	Closed	-$409K	–	232
2023 Q4	$409K	Buy	2,167 +2	+0.1%	+$303	0.12%	173
2023 Q3	$306K	Buy	+2,165	New	+$354K	0.08%	211
2023 Q2	–	Sell	-1,720	Closed	-$250K	–	139
2023 Q1	$250K	Buy	+1,720	New	+$287K	0.07%	218