LWAM
Legacy Wealth Asset Management’s ICICI Bank IBN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.44M | Sell |
72,508
-5,084
| -7% | -$171K | 0.62% | 28 |
|
2025
Q1 | $2.45M | Buy |
77,592
+2,317
| +3% | +$73K | 0.68% | 24 |
|
2024
Q4 | $2.25M | Sell |
75,275
-514
| -0.7% | -$15.3K | 0.61% | 28 |
|
2024
Q3 | $2.26M | Sell |
75,789
-2,813
| -4% | -$84K | 0.61% | 34 |
|
2024
Q2 | $2.26M | Buy |
78,602
+1,378
| +2% | +$39.7K | 0.64% | 27 |
|
2024
Q1 | $2.04M | Buy |
77,224
+1,127
| +1% | +$29.8K | 0.57% | 38 |
|
2023
Q4 | $1.81M | Buy |
76,097
+1,667
| +2% | +$39.7K | 0.6% | 43 |
|
2023
Q3 | $1.72M | Sell |
74,430
-23,041
| -24% | -$533K | 0.63% | 33 |
|
2023
Q2 | $2.25M | Sell |
97,471
-1,136
| -1% | -$26.2K | 0.79% | 20 |
|
2023
Q1 | $2.13M | Buy |
98,607
+5,925
| +6% | +$128K | 0.77% | 17 |
|
2022
Q4 | $2.03M | Buy |
92,682
+1,632
| +2% | +$35.7K | 0.77% | 17 |
|
2022
Q3 | $1.91M | Sell |
91,050
-15,843
| -15% | -$332K | 0.83% | 16 |
|
2022
Q2 | $1.9M | Buy |
106,893
+16,876
| +19% | +$299K | 0.77% | 20 |
|
2022
Q1 | $1.71M | Buy |
90,017
+11,057
| +14% | +$209K | 0.61% | 29 |
|
2021
Q4 | $1.56M | Buy |
78,960
+39,440
| +100% | +$781K | 0.53% | 31 |
|
2021
Q3 | $746K | Buy |
39,520
+211
| +0.5% | +$3.98K | 0.34% | 121 |
|
2021
Q2 | $672K | Buy |
39,309
+361
| +0.9% | +$6.17K | 0.3% | 135 |
|
2021
Q1 | $624K | Sell |
38,948
-614
| -2% | -$9.84K | 0.29% | 144 |
|
2020
Q4 | $588K | Buy |
+39,562
| New | +$588K | 0.3% | 138 |
|