LWAM
Legacy Wealth Asset Management’s Prudential PUK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
27,834
-237
| -0.8% | -$5.93K | 0.18% | 168 |
|
|
2025
Q1 | $604K | Buy |
28,071
+6,170
| +28% | +$133K | 0.17% | 205 |
|
|
2024
Q4 | $349K | Sell |
21,901
-4,008
| -15% | -$63.9K | 0.1% | 284 |
|
|
2024
Q3 | $480K | Buy |
25,909
+225
| +0.9% | +$4.17K | 0.13% | 252 |
|
|
2024
Q2 | $471K | Buy |
25,684
+1,247
| +5% | +$22.8K | 0.13% | 242 |
|
|
2024
Q1 | $471K | Buy |
24,437
+478
| +2% | +$9.21K | 0.13% | 242 |
|
|
2023
Q4 | $538K | Sell |
23,959
-453
| -2% | -$10.2K | 0.18% | 205 |
|
|
2023
Q3 | $535K | Sell |
24,412
-3,686
| -13% | -$80.8K | 0.2% | 180 |
|
|
2023
Q2 | $796K | Sell |
28,098
-15
| -0.1% | -$425 | 0.28% | 99 |
|
|
2023
Q1 | $769K | Buy |
28,113
+2,790
| +11% | +$76.3K | 0.28% | 108 |
|
|
2022
Q4 | $696K | Buy |
25,323
+5,688
| +29% | +$156K | 0.27% | 135 |
|
|
2022
Q3 | $391K | Buy |
+19,635
| New | +$391K | 0.17% | 214 |
|