Trustmark Corporation shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Trustmark Corporation (TRMK) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Trustmark Corporation
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All positions including Trustmark Corporation held by Legacy Wealth Management, LLC / MS consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Trustmark Corporation by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $424k | 11k | 39.60 |
| 2025-06-30 | $390k | 11k | 36.46 |
| 2025-03-31 | $376k | 11k | 34.49 |
| 2024-12-31 | $379k | 11k | 35.37 |
| 2024-09-30 | $341k | 11k | 31.82 |
| 2024-06-30 | $291k | 9.7k | 30.04 |
| 2024-03-31 | $273k | 9.7k | 28.11 |
| 2023-12-31 | $270k | 9.7k | 27.88 |
| 2023-09-30 | $211k | 9.7k | 21.73 |
| 2023-06-30 | $205k | 9.7k | 21.12 |
| 2023-03-31 | $240k | 9.7k | 24.70 |
| 2022-12-31 | $339k | 9.7k | 34.91 |
| 2022-09-30 | $297k | 9.7k | 30.63 |
| 2022-06-30 | $283k | 9.7k | 29.19 |
| 2022-03-31 | $295k | 9.7k | 30.39 |
| 2021-12-31 | $315k | 9.7k | 32.46 |
| 2021-09-30 | $313k | 9.7k | 32.22 |
| 2021-06-30 | $339k | 11k | 30.80 |
| 2021-03-31 | $417k | 12k | 33.66 |
| 2020-12-31 | $339k | 12k | 27.31 |
| 2020-09-30 | $266k | 12k | 21.41 |
| 2020-06-30 | $304k | 12k | 24.52 |
| 2020-03-31 | $289k | 12k | 23.30 |
| 2019-12-31 | $428k | 12k | 34.51 |
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