West Coast Financial’s Legg Mason, Inc. LM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,351
| Closed | -$515K | – | 111 |
|
|
2020
Q2 | $515K | Sell |
10,351
-2,523
| -20% | -$126K | 0.13% | 71 |
|
|
2020
Q1 | $629K | Sell |
12,874
-9,208
| -42% | -$450K | 0.17% | 66 |
|
|
2019
Q4 | $793K | Sell |
22,082
-1,348
| -6% | -$48.4K | 0.17% | 68 |
|
|
2019
Q3 | $895K | Sell |
23,430
-111,982
| -83% | -$4.28M | 0.2% | 67 |
|
|
2019
Q2 | $5.18M | Buy |
135,412
+5,361
| +4% | +$205K | 1.19% | 35 |
|
|
2019
Q1 | $3.56M | Buy |
130,051
+22,188
| +21% | +$607K | 0.84% | 41 |
|
|
2018
Q4 | $2.75M | Sell |
107,863
-26,054
| -19% | -$665K | 0.78% | 40 |
|
|
2018
Q3 | $4.18M | Buy |
133,917
+7,505
| +6% | +$234K | 0.96% | 39 |
|
|
2018
Q2 | $4.39M | Sell |
126,412
-4,614
| -4% | -$160K | 1.21% | 27 |
|
|
2018
Q1 | $5.33M | Sell |
131,026
-227
| -0.2% | -$9.23K | 1.52% | 24 |
|
|
2017
Q4 | $5.51M | Sell |
131,253
-2,145
| -2% | -$90K | 1.55% | 26 |
|
|
2017
Q3 | $5.24M | Buy |
133,398
+1,762
| +1% | +$69.3K | 1.42% | 26 |
|
|
2017
Q2 | $5.02M | Buy |
131,636
+3,394
| +3% | +$130K | 1.61% | 20 |
|
|
2017
Q1 | $4.63M | Sell |
128,242
-2,073
| -2% | -$74.9K | 1.47% | 23 |
|
|
2016
Q4 | $3.9M | Buy |
130,315
+3,026
| +2% | +$90.5K | 1.24% | 30 |
|
|
2016
Q3 | $4.26M | Sell |
127,289
-4,137
| -3% | -$139K | 1.37% | 26 |
|
|
2016
Q2 | $3.88M | Buy |
131,426
+2,866
| +2% | +$84.5K | 1.4% | 30 |
|
|
2016
Q1 | $4.46M | Buy |
128,560
+42,389
| +49% | +$1.47M | 1.84% | 20 |
|
|
2015
Q4 | $3.38M | Buy |
86,171
+1,245
| +1% | +$48.8K | 1.42% | 26 |
|
|
2015
Q3 | $3.53M | Buy |
84,926
+3,781
| +5% | +$157K | 1.58% | 25 |
|
|
2015
Q2 | $4.18M | Buy |
81,145
+4,240
| +6% | +$218K | 1.83% | 20 |
|
|
2015
Q1 | $4.25M | Buy |
76,905
+2,151
| +3% | +$119K | 1.97% | 21 |
|
|
2014
Q4 | $3.99M | Sell |
74,754
-1,064
| -1% | -$56.8K | 2.07% | 20 |
|
|
2014
Q3 | $3.88M | Buy |
75,818
+2,461
| +3% | +$126K | 2.18% | 15 |
|
|
2014
Q2 | $3.76M | Sell |
73,357
-1,568
| -2% | -$80.5K | 1.98% | 17 |
|
|
2014
Q1 | $3.67M | Sell |
74,925
-58
| -0.1% | -$2.84K | 1.86% | 14 |
|
|
2013
Q4 | $3.26M | Buy |
74,983
+103
| +0.1% | +$4.48K | 1.68% | 23 |
|
|
2013
Q3 | $2.5M | Buy |
74,880
+810
| +1% | +$27.1K | 1.39% | 37 |
|
|
2013
Q2 | $2.3M | Buy |
+74,070
| New | +$2.3M | 1.25% | 41 |
|