Charles Schwab’s Lexeo Therapeutics LXEO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$258K Buy
64,220
+8,046
+14% +$32.3K ﹤0.01% 3347
2025
Q1
$195K Sell
56,174
-7,700
-12% -$26.7K ﹤0.01% 3265
2024
Q4
$420K Hold
63,874
﹤0.01% 3189
2024
Q3
$577K Buy
63,874
+33,013
+107% +$298K ﹤0.01% 3114
2024
Q2
$495K Buy
30,861
+3,500
+13% +$56.1K ﹤0.01% 3198
2024
Q1
$429K Buy
+27,361
New +$429K ﹤0.01% 3080