LWAM
Legacy Wealth Asset Management’s Americold COLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Sell |
23,887
-359
| -1% | -$5.97K | 0.1% | 281 |
|
|
2025
Q1 | $520K | Sell |
24,246
-64
| -0.3% | -$1.37K | 0.14% | 232 |
|
|
2024
Q4 | $520K | Buy |
24,310
+6,236
| +35% | +$133K | 0.14% | 232 |
|
|
2024
Q3 | $511K | Buy |
18,074
+70
| +0.4% | +$1.98K | 0.14% | 245 |
|
|
2024
Q2 | $460K | Buy |
18,004
+522
| +3% | +$13.3K | 0.13% | 249 |
|
|
2024
Q1 | $436K | Buy |
17,482
+68
| +0.4% | +$1.7K | 0.12% | 251 |
|
|
2023
Q4 | $527K | Buy |
17,414
+240
| +1% | +$7.27K | 0.17% | 211 |
|
|
2023
Q3 | $522K | Buy |
17,174
+24
| +0.1% | +$730 | 0.19% | 186 |
|
|
2023
Q2 | $554K | Buy |
17,150
+631
| +4% | +$20.4K | 0.19% | 184 |
|
|
2023
Q1 | $470K | Sell |
16,519
-117
| -0.7% | -$3.33K | 0.17% | 205 |
|
|
2022
Q4 | $471K | Buy |
16,636
+2,566
| +18% | +$72.6K | 0.18% | 192 |
|
|
2022
Q3 | $346K | Sell |
14,070
-762
| -5% | -$18.7K | 0.15% | 242 |
|
|
2022
Q2 | $446K | Sell |
14,832
-316
| -2% | -$9.5K | 0.18% | 185 |
|
|
2022
Q1 | $422K | Buy |
15,148
+833
| +6% | +$23.2K | 0.15% | 210 |
|
|
2021
Q4 | $469K | Sell |
14,315
-389
| -3% | -$12.7K | 0.16% | 205 |
|
|
2021
Q3 | $427K | Sell |
14,704
-170
| -1% | -$4.94K | 0.2% | 195 |
|
|
2021
Q2 | $563K | Buy |
+14,874
| New | +$563K | 0.25% | 148 |
|