LWMI
Legacy Wealth Management (Idaho)’s NeoVolta NEOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
4,567,051
+944,758
| +26% | +$3.12M | 7.84% | 2 |
|
|
2025
Q1 | $7.86M | Buy |
3,622,293
+94,397
| +3% | +$205K | 5.55% | 5 |
|
|
2024
Q4 | $11.5M | Buy |
3,527,896
+43,102
| +1% | +$141K | 7.35% | 1 |
|
|
2024
Q3 | $17.8M | Buy |
+3,484,794
| New | +$17.8M | 10.38% | 1 |
|