CWP
Curated Wealth Partners’s Landstar System LSTR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
3,461
| – | – | 0.06% | 97 |
|
|
2025
Q1 | $520K | Buy |
3,461
+395
| +13% | +$59.3K | 0.07% | 87 |
|
|
2024
Q4 | $527K | Buy |
3,066
+635
| +26% | +$109K | 0.06% | 83 |
|
|
2024
Q3 | $459K | Hold |
2,431
| – | – | 0.06% | 86 |
|
|
2024
Q2 | $448K | Buy |
+2,431
| New | +$448K | 0.06% | 84 |
|
|
2024
Q1 | – | Sell |
-3,247
| Closed | -$629K | – | 86 |
|
|
2023
Q4 | $629K | Sell |
3,247
-6
| -0.2% | -$1.16K | 0.1% | 75 |
|
|
2023
Q3 | $576K | Hold |
3,253
| – | – | 0.1% | 69 |
|
|
2023
Q2 | $626K | Sell |
3,253
-14
| -0.4% | -$2.7K | 0.12% | 62 |
|
|
2023
Q1 | $586K | Buy |
3,267
+14
| +0.4% | +$2.51K | 0.13% | 60 |
|
|
2022
Q4 | $530K | Sell |
3,253
-19
| -0.6% | -$3.1K | 0.13% | 61 |
|
|
2022
Q3 | $472K | Sell |
3,272
-62
| -2% | -$8.94K | 0.14% | 62 |
|
|
2022
Q2 | $485K | Buy |
+3,334
| New | +$485K | 0.14% | 65 |
|
|
2021
Q4 | – | Sell |
-3,442
| Closed | -$543K | – | 148 |
|
|
2021
Q3 | $543K | Hold |
3,442
| – | – | 0.3% | 69 |
|
|
2021
Q2 | $544K | Buy |
+3,442
| New | +$544K | 0.3% | 66 |
|