LWL
Leo Wealth LLC’s American Express AXP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
5,551
+992
| +22% | +$316K | 0.14% | 128 |
|
|
2025
Q1 | $1.23M | Sell |
4,559
-1,301
| -22% | -$350K | 0.18% | 112 |
|
|
2024
Q4 | $1.74M | Buy |
5,860
+2,609
| +80% | +$774K | 0.16% | 113 |
|
|
2024
Q3 | $882K | Sell |
3,251
-109
| -3% | -$29.6K | 0.08% | 167 |
|
|
2024
Q2 | $782K | Buy |
3,360
+1,141
| +51% | +$266K | 0.08% | 168 |
|
|
2024
Q1 | $505K | Buy |
2,219
+401
| +22% | +$91.3K | 0.05% | 211 |
|
|
2023
Q4 | $368K | Buy |
+1,818
| New | +$368K | 0.04% | 234 |
|