Williamson Legacy Group’s Flex FLEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,296
| Closed | -$1M | – | 116 |
|
|
2025
Q1 | $1M | Buy |
30,296
+3,756
| +14% | +$124K | 0.95% | 50 |
|
|
2024
Q4 | $1.02M | Buy |
26,540
+2,104
| +9% | +$80.8K | 0.68% | 44 |
|
|
2024
Q3 | $817K | Buy |
24,436
+13,351
| +120% | +$446K | 0.55% | 63 |
|
|
2024
Q2 | $327K | Buy |
+11,085
| New | +$327K | 0.24% | 82 |
|