LWL
Leo Wealth LLC’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
3,779
+2,779
| +278% | +$1.47M | 0.15% | 120 |
|
|
2025
Q1 | $508K | Sell |
1,000
-1,531
| -60% | -$778K | 0.07% | 174 |
|
|
2024
Q4 | $1.26M | Buy |
2,531
+1,555
| +159% | +$775K | 0.11% | 133 |
|
|
2024
Q3 | $504K | Sell |
976
-27
| -3% | -$13.9K | 0.05% | 225 |
|
|
2024
Q2 | $447K | Sell |
1,003
-217
| -18% | -$96.7K | 0.05% | 231 |
|
|
2024
Q1 | $519K | Sell |
1,220
-76
| -6% | -$32.3K | 0.05% | 209 |
|
|
2023
Q4 | $569K | Buy |
+1,296
| New | +$569K | 0.06% | 191 |
|