LWAM
Legacy Wealth Asset Management’s Bank of New York Mellon BK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $955K | Sell |
10,482
-181
| -2% | -$16.5K | 0.24% | 107 |
|
|
2025
Q1 | $894K | Sell |
10,663
-280
| -3% | -$23.5K | 0.25% | 104 |
|
|
2024
Q4 | $841K | Sell |
10,943
-431
| -4% | -$33.1K | 0.23% | 115 |
|
|
2024
Q3 | $817K | Sell |
11,374
-38
| -0.3% | -$2.73K | 0.22% | 124 |
|
|
2024
Q2 | $683K | Sell |
11,412
-18,397
| -62% | -$1.1M | 0.19% | 149 |
|
|
2024
Q1 | $1.72M | Sell |
29,809
-615
| -2% | -$35.4K | 0.48% | 54 |
|
|
2023
Q4 | $1.58M | Sell |
30,424
-90
| -0.3% | -$4.68K | 0.52% | 52 |
|
|
2023
Q3 | $1.3M | Sell |
30,514
-121
| -0.4% | -$5.16K | 0.48% | 62 |
|
|
2023
Q2 | $1.36M | Buy |
30,635
+9,796
| +47% | +$436K | 0.48% | 56 |
|
|
2023
Q1 | $947K | Sell |
20,839
-170
| -0.8% | -$7.73K | 0.34% | 82 |
|
|
2022
Q4 | $956K | Buy |
21,009
+266
| +1% | +$12.1K | 0.36% | 82 |
|
|
2022
Q3 | $799K | Buy |
20,743
+2,220
| +12% | +$85.5K | 0.35% | 89 |
|
|
2022
Q2 | $773K | Buy |
18,523
+396
| +2% | +$16.5K | 0.31% | 129 |
|
|
2022
Q1 | $900K | Buy |
18,127
+439
| +2% | +$21.8K | 0.32% | 124 |
|
|
2021
Q4 | $1.03M | Buy |
17,688
+269
| +2% | +$15.6K | 0.35% | 100 |
|
|
2021
Q3 | $903K | Buy |
17,419
+31
| +0.2% | +$1.61K | 0.41% | 83 |
|
|
2021
Q2 | $891K | Buy |
17,388
+249
| +1% | +$12.8K | 0.4% | 87 |
|
|
2021
Q1 | $811K | Buy |
17,139
+352
| +2% | +$16.7K | 0.37% | 96 |
|
|
2020
Q4 | $712K | Buy |
+16,787
| New | +$712K | 0.36% | 105 |
|