LWAM
Legacy Wealth Asset Management’s Banco Santander SAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $861K | Sell |
103,740
-123,489
| -54% | -$1.02M | 0.22% | 117 |
|
|
2025
Q1 | $1.52M | Sell |
227,229
-7,065
| -3% | -$47.3K | 0.42% | 64 |
|
|
2024
Q4 | $1.07M | Sell |
234,294
-3,127
| -1% | -$14.3K | 0.29% | 90 |
|
|
2024
Q3 | $1.21M | Sell |
237,421
-54,987
| -19% | -$280K | 0.32% | 85 |
|
|
2024
Q2 | $1.35M | Sell |
292,408
-146
| -0% | -$676 | 0.38% | 71 |
|
|
2024
Q1 | $1.42M | Buy |
292,554
+1,621
| +0.6% | +$7.85K | 0.39% | 64 |
|
|
2023
Q4 | $1.2M | Buy |
290,933
+896
| +0.3% | +$3.71K | 0.4% | 74 |
|
|
2023
Q3 | $1.09M | Buy |
290,037
+151,306
| +109% | +$569K | 0.4% | 75 |
|
|
2023
Q2 | $515K | Buy |
138,731
+702
| +0.5% | +$2.6K | 0.18% | 198 |
|
|
2023
Q1 | $509K | Sell |
138,029
-52,650
| -28% | -$194K | 0.18% | 187 |
|
|
2022
Q4 | $563K | Sell |
190,679
-3,639
| -2% | -$10.7K | 0.21% | 159 |
|
|
2022
Q3 | $451K | Buy |
+194,318
| New | +$451K | 0.2% | 178 |
|
|
2021
Q4 | – | Sell |
-111,233
| Closed | -$403K | – | 326 |
|
|
2021
Q3 | $403K | Sell |
111,233
-214
| -0.2% | -$775 | 0.18% | 204 |
|
|
2021
Q2 | $436K | Sell |
111,447
-2,723
| -2% | -$10.7K | 0.19% | 195 |
|
|
2021
Q1 | $392K | Buy |
+114,170
| New | +$392K | 0.18% | 208 |
|