LWL
Leo Wealth LLC’s Visa V Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.8M | Buy |
7,903
+2,632
| +50% | +$932K | 0.22% | 89 |
|
2025
Q1 | $1.85M | Sell |
5,271
-2,666
| -34% | -$934K | 0.27% | 73 |
|
2024
Q4 | $2.51M | Buy |
7,937
+239
| +3% | +$75.5K | 0.22% | 76 |
|
2024
Q3 | $2.12M | Sell |
7,698
-354
| -4% | -$97.3K | 0.19% | 89 |
|
2024
Q2 | $2.12M | Buy |
8,052
+621
| +8% | +$163K | 0.22% | 81 |
|
2024
Q1 | $2.07M | Buy |
7,431
+1,733
| +30% | +$483K | 0.21% | 80 |
|
2023
Q4 | $1.5M | Buy |
+5,698
| New | +$1.5M | 0.16% | 106 |
|