Legacy Wealth Asset Management, LLC Timothy Plan U S Large/Mid Cap Transaction History

Legacy Wealth Asset Management, LLC

$321 Million
Q1 2025

A detailed history of Legacy Wealth Asset Management, LLC transactions in Timothy Plan U S Large/Mid Cap stock. As of the latest transaction made, Legacy Wealth Asset Management, LLC holds 52,193 shares of TPLC stock, worth $2.29 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

52,193

Previous 51,005 2.33%

Holding current value

$2.29 Million

Previous $2.18 Million 0.87%

% of portfolio

0.69%

Previous 0.67%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	BUY	$41.17 - $45.22 $48,909 - $53,721	1,188 Added 2.33%	52,193 $2.2 Million
Q4 2024 Jan 14, 2025	SELL	$42.7 - $46.33 $12,724 - $13,806	-298 Reduced 0.58%	51,005 $2.18 Million
Q3 2024 Oct 23, 2024	BUY	$39.98 - $43.99 $959 - $1,055	24 Added 0.05%	51,303 $2.26 Million
Q2 2024 Aug 14, 2024	BUY	$39.41 - $41.76 $40,592 - $43,012	1,030 Added 2.05%	51,279 $2.08 Million
Q1 2024 Apr 19, 2024	BUY	$37.37 - $42.11 $108,036 - $121,740	2,891 Added 6.1%	50,249 $2.12 Million
Q4 2023 Jan 10, 2024	BUY	$32.69 - $38.36 $72,571 - $85,159	2,220 Added 4.92%	47,358 $1.81 Million
Q3 2023 Oct 31, 2023	BUY	$34.29 - $37.08 $42,039 - $45,460	1,226 Added 2.79%	45,138 $1.56 Million
Q2 2023 Aug 04, 2023	SELL	$33.24 - $35.98 $16,985 - $18,385	-511 Reduced 1.15%	43,912 $1.58 Million
Q1 2023 Apr 21, 2023	BUY	$32.74 - $36.11 $6,253 - $6,897	191 Added 0.43%	44,423 $1.53 Million
Q4 2022 Feb 02, 2023	BUY	$30.22 - $35.18 $31,912 - $37,150	1,056 Added 2.45%	44,232 $1.48 Million
Q3 2022 Oct 14, 2022	BUY	$30.15 - $35.75 $19,356 - $22,951	642 Added 1.51%	43,176 $1.3 Million
Q2 2022 Jul 19, 2022	BUY	$30.3 - $36.74 $78,477 - $95,156	2,590 Added 6.48%	42,534 $1.33 Million
Q1 2022 May 12, 2022	BUY	$33.7 - $38.42 $87,721 - $100,007	2,603 Added 6.97%	39,944 $1.45 Million
Q4 2021 Feb 10, 2022	BUY	$34.64 - $38.76 $100,178 - $112,093	2,892 Added 8.4%	37,341 $1.45 Million
Q3 2021 Oct 19, 2021	BUY	$34.47 - $36.96 $74,489 - $79,870	2,161 Added 6.69%	34,449 $1.2 Million
Q2 2021 Jul 14, 2021	BUY	$33.24 - $35.14 $42,181 - $44,592	1,269 Added 4.09%	32,288 $1.13 Million
Q1 2021 Apr 20, 2021	BUY	$30.45 - $32.91 $51,582 - $55,749	1,694 Added 5.78%	31,019 $1.02 Million
Q4 2020 Mar 25, 2021	BUY	$26.73 - $30.86 $783,857 - $904,969	29,325 New	29,325 $905,000

Others Institutions Holding TPLC

# of Institutions

Shares Held

3.66M

Call Options Held

Put Options Held

View Full List

About TIMOTHY PLAN U S LARGE/MID CAP

Ticker TPLC
Sector ETFs
Industry ETFs

More about TPLC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Asset Management, LLC with notifications on news.

Account

Legacy Wealth Asset Management, LLC Timothy Plan U S Large/Mid Cap Transaction History