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Legacy Wealth Management (Idaho)’s Purple Innovation PRPL Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio PRPL Stock Details PRPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$38.1K Buy
57,612
+13,992
+32% +$9.79K 0.02% 305
2025
Q4 		$30.1K Hold
43,620
– – 0.01% 281
2025
Q3 		$40.8K Buy
43,620
+14,968
+52% +$14K 0.02% 197
2025
Q2 		$20.9K Hold
28,652
– – 0.01% 237
2025
Q1 		$21.8K Sell
28,652
-825
-3% -$761 0.02% 236
2024
Q4 		$31K Sell
29,477
-40,943
-58% -$37.1K 0.02% 161
2024
Q3 		$60K Buy
+70,420
New +$81.3K 0.04% 109

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CCM
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WA
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VCM
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BlackRock
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Millennium Management
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DAS
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Renaissance Technologies
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.57B AUM 370.24% 1-Year Est. Return