Williamson Legacy Group’s Popular Inc BPOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-8,665	Closed	-$800K	–	111
2025 Q1	$800K	Buy	8,665 +1,109	+15%	+$102K	0.76%	69
2024 Q4	$711K	Sell	7,556 -495	-6%	-$46.6K	0.47%	72
2024 Q3	$807K	Buy	+8,051	New	+$807K	0.54%	65