LWMM
Legacy Wealth Management (Mississippi)’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Hold |
500
| – | – | 0.08% | 78 |
|
|
2025
Q1 | $254K | Hold |
500
| – | – | 0.08% | 87 |
|
|
2024
Q4 | $249K | Hold |
500
| – | – | 0.1% | 85 |
|
|
2024
Q3 | $258K | Sell |
500
-105
| -17% | -$54.2K | 0.09% | 89 |
|
|
2024
Q2 | $270K | Hold |
605
| – | – | 0.11% | 67 |
|
|
2024
Q1 | $257K | Hold |
605
| – | – | 0.12% | 66 |
|
|
2023
Q4 | $267K | Hold |
605
| – | – | 0.13% | 69 |
|
|
2023
Q3 | $221K | Sell |
605
-80
| -12% | -$29.2K | 0.11% | 72 |
|
|
2023
Q2 | $275K | Sell |
685
-14
| -2% | -$5.61K | 0.14% | 68 |
|
|
2023
Q1 | $241K | Hold |
699
| – | – | 0.13% | 69 |
|
|
2022
Q4 | $234K | Hold |
699
| – | – | 0.14% | 71 |
|
|
2022
Q3 | $213K | Buy |
699
+10
| +1% | +$3.05K | 0.14% | 74 |
|
|
2022
Q2 | $232K | Hold |
689
| – | – | 0.14% | 80 |
|
|
2022
Q1 | $283K | Buy |
689
+37
| +6% | +$15.2K | 0.15% | 88 |
|
|
2021
Q4 | $308K | Hold |
652
| – | – | 0.16% | 91 |
|
|
2021
Q3 | $277K | Hold |
652
| – | – | 0.15% | 95 |
|
|
2021
Q2 | $268K | Hold |
652
| – | – | 0.15% | 93 |
|
|
2021
Q1 | $230K | Buy |
+652
| New | +$230K | 0.14% | 92 |
|
|
2020
Q4 | – | Sell |
-875
| Closed | -$316K | – | 99 |
|
|
2020
Q3 | $316K | Hold |
875
| – | – | 0.22% | 85 |
|
|
2020
Q2 | $288K | Hold |
875
| – | – | 0.22% | 84 |
|
|
2020
Q1 | $214K | Hold |
875
| – | – | 0.2% | 90 |
|
|
2019
Q4 | $239K | Buy |
+875
| New | +$239K | 0.21% | 92 |
|