Legacy Wealth Management (Mississippi)’s Trustmark TRMK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $424K | Hold |
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|
2025
Q2 | $390K | Sell |
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|
2025
Q1 | $376K | Buy |
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|
2024
Q4 | $378K | Hold |
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|
2024
Q3 | $340K | Buy |
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|
2024
Q2 | $291K | Hold |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $211K | Hold |
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|
2023
Q2 | $205K | Hold |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $283K | Hold |
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|
2022
Q1 | $295K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $313K | Sell |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $417K | Hold |
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|
2020
Q4 | $339K | Hold |
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|
2020
Q3 | $265K | Hold |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $289K | Hold |
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|
2019
Q4 | $428K | Buy |
|