LWM
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LeConte Wealth Management’s Visa V Stock Holding History

LeConte Wealth Management’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$564K Buy
1,588
+611
+63% +$217K 0.38% 36
2025
Q1 		$342K Buy
+977
New +$342K 0.22% 38