Buckingham Strategic Wealth’s Levi Strauss LEVI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-20,000
| Closed | -$310K | – | 708 |
|
2023
Q1 | $310K | Hold |
20,000
| – | – | 0.01% | 473 |
|
2022
Q4 | $310K | Hold |
20,000
| – | – | 0.01% | 475 |
|
2022
Q3 | $289K | Hold |
20,000
| – | – | 0.01% | 477 |
|
2022
Q2 | $326K | Hold |
20,000
| – | – | 0.01% | 452 |
|
2022
Q1 | $395K | Hold |
20,000
| – | – | 0.01% | 413 |
|
2021
Q4 | $501K | Hold |
20,000
| – | – | 0.01% | 366 |
|
2021
Q3 | $490K | Hold |
20,000
| – | – | 0.01% | 361 |
|
2021
Q2 | $554K | Hold |
20,000
| – | – | 0.01% | 329 |
|
2021
Q1 | $478K | Hold |
20,000
| – | – | 0.02% | 339 |
|
2020
Q4 | $402K | Buy |
+20,000
| New | +$402K | 0.02% | 359 |
|