WhitTier Trust Company’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
-1,079
Closed -$54K 989
2020
Q2
$54K Hold
1,079
﹤0.01% 571
2020
Q1
$53K Hold
1,079
﹤0.01% 548
2019
Q4
$39K Hold
1,079
﹤0.01% 639
2019
Q3
$41K Hold
1,079
﹤0.01% 626
2019
Q2
$41K Hold
1,079
﹤0.01% 624
2019
Q1
$30K Hold
1,079
﹤0.01% 673
2018
Q4
$28K Hold
1,079
﹤0.01% 677
2018
Q3
$34K Hold
1,079
﹤0.01% 672
2018
Q2
$37K Hold
1,079
﹤0.01% 660
2018
Q1
$44K Buy
1,079
+1,000
+1,266% +$40.8K ﹤0.01% 634
2017
Q4
$3K Hold
79
﹤0.01% 941
2017
Q3
$3K Hold
79
﹤0.01% 935
2017
Q2
$3K Hold
79
﹤0.01% 874
2017
Q1
$3K Hold
79
﹤0.01% 891
2016
Q4
$2K Hold
79
﹤0.01% 930
2016
Q3
$3K Hold
79
﹤0.01% 860
2016
Q2
$2K Sell
79
-907
-92% -$23K ﹤0.01% 872
2016
Q1
$34K Hold
986
﹤0.01% 592
2015
Q4
$39K Hold
986
﹤0.01% 558
2015
Q3
$41K Hold
986
0.01% 553
2015
Q2
$51K Sell
986
-470
-32% -$24.3K 0.01% 534
2015
Q1
$80K Sell
1,456
-328
-18% -$18K 0.01% 474
2014
Q4
$95K Hold
1,784
0.01% 444
2014
Q3
$91K Hold
1,784
0.01% 449
2014
Q2
$91K Sell
1,784
-337
-16% -$17.2K 0.01% 455
2014
Q1
$104K Hold
2,121
0.01% 435
2013
Q4
$92K Hold
2,121
0.01% 441
2013
Q3
$71K Hold
2,121
0.01% 461
2013
Q2
$65K Buy
+2,121
New +$65K 0.01% 471