LWL
Leo Wealth LLC’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
7,260
+6,436
| +781% | +$1.75M | 0.15% | 123 |
|
|
2025
Q1 | $221K | Sell |
824
-4,881
| -86% | -$1.31M | 0.03% | 246 |
|
|
2024
Q4 | $1.91M | Sell |
5,705
-2,768
| -33% | -$925K | 0.17% | 107 |
|
|
2024
Q3 | $2.32M | Buy |
8,473
+783
| +10% | +$214K | 0.21% | 81 |
|
|
2024
Q2 | $1.97M | Buy |
7,690
+4,086
| +113% | +$1.05M | 0.2% | 86 |
|
|
2024
Q1 | $1.09M | Buy |
3,604
+780
| +28% | +$236K | 0.11% | 144 |
|
|
2023
Q4 | $839K | Buy |
+2,824
| New | +$839K | 0.09% | 151 |
|