LWAM
Legacy Wealth Asset Management’s Restaurant Brands International QSR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Buy |
7,676
+133
| +2% | +$8.82K | 0.13% | 248 |
|
|
2025
Q1 | $503K | Buy |
7,543
+70
| +0.9% | +$4.67K | 0.14% | 244 |
|
|
2024
Q4 | $487K | Buy |
7,473
+62
| +0.8% | +$4.04K | 0.13% | 245 |
|
|
2024
Q3 | $534K | Buy |
7,411
+49
| +0.7% | +$3.53K | 0.14% | 233 |
|
|
2024
Q2 | $518K | Buy |
7,362
+253
| +4% | +$17.8K | 0.15% | 221 |
|
|
2024
Q1 | $565K | Sell |
7,109
-55
| -0.8% | -$4.37K | 0.16% | 207 |
|
|
2023
Q4 | $560K | Buy |
7,164
+94
| +1% | +$7.34K | 0.18% | 198 |
|
|
2023
Q3 | $471K | Sell |
7,070
-1,243
| -15% | -$82.8K | 0.17% | 209 |
|
|
2023
Q2 | $644K | Sell |
8,313
-363
| -4% | -$28.1K | 0.23% | 146 |
|
|
2023
Q1 | $583K | Sell |
8,676
-39
| -0.4% | -$2.62K | 0.21% | 162 |
|
|
2022
Q4 | $564K | Sell |
8,715
-348
| -4% | -$22.5K | 0.21% | 158 |
|
|
2022
Q3 | $482K | Buy |
+9,063
| New | +$482K | 0.21% | 168 |
|