LWAM
Legacy Wealth Asset Management’s Thomson Reuters TRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
10,242
-1,734
| -14% | -$349K | 0.52% | 46 |
|
|
2025
Q1 | $2.07M | Sell |
11,976
-344
| -3% | -$59.4K | 0.57% | 35 |
|
|
2024
Q4 | $1.98M | Sell |
12,320
-30
| -0.2% | -$4.81K | 0.54% | 39 |
|
|
2024
Q3 | $2.11M | Sell |
12,350
-236
| -2% | -$40.3K | 0.57% | 42 |
|
|
2024
Q2 | $2.12M | Buy |
12,586
+117
| +0.9% | +$19.7K | 0.6% | 37 |
|
|
2024
Q1 | $1.94M | Sell |
12,469
-216
| -2% | -$33.7K | 0.54% | 43 |
|
|
2023
Q4 | $1.85M | Buy |
12,685
+82
| +0.7% | +$12K | 0.61% | 39 |
|
|
2023
Q3 | $1.54M | Buy |
12,603
+3,901
| +45% | +$477K | 0.57% | 46 |
|
|
2023
Q2 | $1.17M | Sell |
8,702
-477
| -5% | -$64.4K | 0.41% | 65 |
|
|
2023
Q1 | $1.19M | Sell |
9,179
-442
| -5% | -$57.5K | 0.43% | 65 |
|
|
2022
Q4 | $1.1M | Sell |
9,621
-2,466
| -20% | -$281K | 0.42% | 69 |
|
|
2022
Q3 | $1.24M | Buy |
12,087
+9,409
| +351% | +$965K | 0.54% | 45 |
|
|
2022
Q2 | $279K | Buy |
2,678
+647
| +32% | +$67.4K | 0.11% | 240 |
|
|
2022
Q1 | $221K | Buy |
+2,031
| New | +$221K | 0.08% | 283 |
|