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 |
|