Williamson Legacy Group’s Interactive Brokers IBKR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-19,848	Closed	-$822K	–	122
2025 Q1	$822K	Buy	19,848 +12,772	+180%	+$529K	0.78%	67
2024 Q4	$313K	Buy	+7,076	New	+$313K	0.21%	101