LWAM
Legacy Wealth Asset Management’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $818K | Sell |
1,552
-2
| -0.1% | -$1.06K | 0.21% | 124 |
|
|
2025
Q1 | $790K | Sell |
1,554
-46
| -3% | -$23.4K | 0.22% | 131 |
|
|
2024
Q4 | $797K | Sell |
1,600
-38
| -2% | -$18.9K | 0.22% | 125 |
|
|
2024
Q3 | $846K | Sell |
1,638
-18
| -1% | -$9.3K | 0.23% | 114 |
|
|
2024
Q2 | $739K | Sell |
1,656
-2,736
| -62% | -$1.22M | 0.21% | 131 |
|
|
2024
Q1 | $1.87M | Sell |
4,392
-3
| -0.1% | -$1.28K | 0.52% | 45 |
|
|
2023
Q4 | $1.94M | Sell |
4,395
-11
| -0.2% | -$4.85K | 0.64% | 34 |
|
|
2023
Q3 | $1.61M | Sell |
4,406
-39
| -0.9% | -$14.3K | 0.59% | 42 |
|
|
2023
Q2 | $1.78M | Buy |
4,445
+766
| +21% | +$307K | 0.62% | 36 |
|
|
2023
Q1 | $1.27M | Sell |
3,679
-1
| -0% | -$345 | 0.46% | 59 |
|
|
2022
Q4 | $1.23M | Buy |
3,680
+20
| +0.5% | +$6.7K | 0.47% | 56 |
|
|
2022
Q3 | $1.12M | Buy |
3,660
+1,309
| +56% | +$400K | 0.49% | 58 |
|
|
2022
Q2 | $792K | Buy |
2,351
+32
| +1% | +$10.8K | 0.32% | 124 |
|
|
2022
Q1 | $951K | Buy |
2,319
+82
| +4% | +$33.6K | 0.34% | 110 |
|
|
2021
Q4 | $1.06M | Buy |
2,237
+32
| +1% | +$15.1K | 0.36% | 91 |
|
|
2021
Q3 | $937K | Buy |
2,205
+7
| +0.3% | +$2.98K | 0.43% | 74 |
|
|
2021
Q2 | $902K | Buy |
2,198
+48
| +2% | +$19.7K | 0.4% | 81 |
|
|
2021
Q1 | $759K | Buy |
2,150
+63
| +3% | +$22.2K | 0.35% | 112 |
|
|
2020
Q4 | $686K | Buy |
+2,087
| New | +$686K | 0.35% | 114 |
|