LWL
Leo Wealth LLC’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Sell |
16,612
-242
| -1% | -$71.3K | 0.38% | 48 |
|
|
2025
Q1 | $4.19M | Sell |
16,854
-22
| -0.1% | -$5.47K | 0.6% | 33 |
|
|
2024
Q4 | $3.71M | Sell |
16,876
-2,674
| -14% | -$588K | 0.33% | 53 |
|
|
2024
Q3 | $4.32M | Buy |
19,550
+539
| +3% | +$119K | 0.4% | 48 |
|
|
2024
Q2 | $3.29M | Buy |
19,011
+649
| +4% | +$112K | 0.34% | 53 |
|
|
2024
Q1 | $3.5M | Sell |
18,362
-2,623
| -12% | -$501K | 0.36% | 50 |
|
|
2023
Q4 | $3.48M | Buy |
+20,985
| New | +$3.48M | 0.36% | 48 |
|