Number of Shares
5,930
Previous 2,831 109.47%
Holding current value
$577 Million
Previous $308 Million 87.6%
% of portfolio
0.38%
Previous 0.21%

Shares

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

Feb 05, 2025

BUY
N/A
3,099 Added 109.47%
5,930 $577 Million
Q3 2024

Nov 12, 2024

BUY
N/A
2,831 New
2,831 $308 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.