LWAM
Legacy Wealth Asset Management’s Smith & Nephew SNN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
17,998
+299
| +2% | +$9.16K | 0.14% | 230 |
|
|
2025
Q1 | $502K | Buy |
17,699
+147
| +0.8% | +$4.17K | 0.14% | 245 |
|
|
2024
Q4 | $431K | Buy |
17,552
+276
| +2% | +$6.78K | 0.12% | 258 |
|
|
2024
Q3 | $538K | Buy |
17,276
+228
| +1% | +$7.1K | 0.14% | 230 |
|
|
2024
Q2 | $422K | Buy |
17,048
+1,026
| +6% | +$25.4K | 0.12% | 259 |
|
|
2024
Q1 | $406K | Buy |
16,022
+903
| +6% | +$22.9K | 0.11% | 262 |
|
|
2023
Q4 | $412K | Buy |
15,119
+93
| +0.6% | +$2.54K | 0.14% | 254 |
|
|
2023
Q3 | $372K | Buy |
15,026
+546
| +4% | +$13.5K | 0.14% | 254 |
|
|
2023
Q2 | $467K | Buy |
14,480
+107
| +0.7% | +$3.45K | 0.16% | 216 |
|
|
2023
Q1 | $401K | Sell |
14,373
-2,960
| -17% | -$82.6K | 0.14% | 254 |
|
|
2022
Q4 | $466K | Sell |
17,333
-910
| -5% | -$24.5K | 0.18% | 194 |
|
|
2022
Q3 | $424K | Buy |
+18,243
| New | +$424K | 0.19% | 194 |
|
|
2022
Q1 | – | Sell |
-33,961
| Closed | -$1.18M | – | 339 |
|
|
2021
Q4 | $1.18M | Buy |
33,961
+24,377
| +254% | +$844K | 0.4% | 65 |
|
|
2021
Q3 | $329K | Buy |
9,584
+49
| +0.5% | +$1.68K | 0.15% | 226 |
|
|
2021
Q2 | $414K | Sell |
9,535
-13,702
| -59% | -$595K | 0.18% | 205 |
|
|
2021
Q1 | $881K | Buy |
23,237
+1,474
| +7% | +$55.9K | 0.41% | 76 |
|
|
2020
Q4 | $918K | Buy |
+21,763
| New | +$918K | 0.46% | 52 |
|