LWAM
Legacy Wealth Asset Management’s WPP WPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Buy |
10,660
+420
| +4% | +$14.7K | 0.09% | 288 |
|
|
2025
Q1 | $389K | Buy |
10,240
+100
| +1% | +$3.8K | 0.11% | 269 |
|
|
2024
Q4 | $521K | Sell |
10,140
-82
| -0.8% | -$4.22K | 0.14% | 231 |
|
|
2024
Q3 | $523K | Buy |
10,222
+97
| +1% | +$4.96K | 0.14% | 241 |
|
|
2024
Q2 | $464K | Buy |
10,125
+329
| +3% | +$15.1K | 0.13% | 246 |
|
|
2024
Q1 | $464K | Buy |
9,796
+537
| +6% | +$25.5K | 0.13% | 245 |
|
|
2023
Q4 | $440K | Buy |
9,259
+273
| +3% | +$13K | 0.14% | 243 |
|
|
2023
Q3 | $401K | Buy |
8,986
+171
| +2% | +$7.62K | 0.15% | 245 |
|
|
2023
Q2 | $461K | Buy |
8,815
+22
| +0.3% | +$1.15K | 0.16% | 217 |
|
|
2023
Q1 | $523K | Sell |
8,793
-486
| -5% | -$28.9K | 0.19% | 184 |
|
|
2022
Q4 | $456K | Sell |
9,279
-7,082
| -43% | -$348K | 0.17% | 206 |
|
|
2022
Q3 | $674K | Buy |
+16,361
| New | +$674K | 0.29% | 115 |
|