LWL
V icon

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