LWAM
Legacy Wealth Asset Management’s Fidelity National Financial FNF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $535K | Sell |
9,549
-216
| -2% | -$12.1K | 0.14% | 236 |
|
|
2025
Q1 | $636K | Sell |
9,765
-295
| -3% | -$19.2K | 0.18% | 192 |
|
|
2024
Q4 | $565K | Sell |
10,060
-526
| -5% | -$29.5K | 0.15% | 216 |
|
|
2024
Q3 | $657K | Sell |
10,586
-2,092
| -17% | -$130K | 0.18% | 187 |
|
|
2024
Q2 | $627K | Buy |
12,678
+631
| +5% | +$31.2K | 0.18% | 180 |
|
|
2024
Q1 | $640K | Buy |
12,047
+46
| +0.4% | +$2.44K | 0.18% | 172 |
|
|
2023
Q4 | $612K | Buy |
12,001
+188
| +2% | +$9.59K | 0.2% | 167 |
|
|
2023
Q3 | $488K | Buy |
11,813
+27
| +0.2% | +$1.12K | 0.18% | 203 |
|
|
2023
Q2 | $424K | Buy |
11,786
+313
| +3% | +$11.3K | 0.15% | 236 |
|
|
2023
Q1 | $401K | Sell |
11,473
-302
| -3% | -$10.5K | 0.14% | 256 |
|
|
2022
Q4 | $443K | Sell |
11,775
-139
| -1% | -$5.23K | 0.17% | 215 |
|
|
2022
Q3 | $431K | Buy |
11,914
+2,764
| +30% | +$100K | 0.19% | 190 |
|
|
2022
Q2 | $338K | Sell |
9,150
-432
| -5% | -$16K | 0.14% | 216 |
|
|
2022
Q1 | $468K | Sell |
9,582
-13
| -0.1% | -$635 | 0.17% | 193 |
|
|
2021
Q4 | $501K | Buy |
9,595
+148
| +2% | +$7.73K | 0.17% | 198 |
|
|
2021
Q3 | $428K | Sell |
9,447
-32
| -0.3% | -$1.45K | 0.2% | 194 |
|
|
2021
Q2 | $412K | Sell |
9,479
-348
| -4% | -$15.1K | 0.18% | 207 |
|
|
2021
Q1 | $400K | Sell |
9,827
-3,712
| -27% | -$151K | 0.18% | 205 |
|
|
2020
Q4 | $529K | Buy |
+13,539
| New | +$529K | 0.27% | 157 |
|