Number of Shares
13,105
Previous 19,198 31.74%
Holding current value
$1.89 Billion
Previous $2.55 Billion 26.02%
% of portfolio
1.26%
Previous 1.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025

SELL
N/A
-6,093 Reduced 31.74%
13,105 $1.89 Billion
Q3 2024

Nov 12, 2024

BUY
N/A
35 Added 0.18%
19,198 $2.55 Billion
Q2 2024

Aug 14, 2024

SELL
N/A
-241 Reduced 1.24%
19,163 $1.98 Billion
Q1 2024

May 14, 2024

BUY
N/A
117 Added 0.61%
19,404 $1.31 Billion
Q4 2023

Feb 13, 2024

BUY
N/A
19,287 New
19,287 $895 Million
Track This Portfolio

Track Williamson Legacy Group, LLC Portfolio

Follow Williamson Legacy Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Williamson Legacy Group, LLC with notifications on news.