1858 Wealth Management, LLC Purchases and Sells in Q4 2024

1858 Wealth Management, LLC

$126 Billion
Q4 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DELL	9.91K + 270.64%	$111.96 - $144.21 $1.11M - $1.43M	13.6K $1.56B
LLY	775 + 300.39%	$727.2 - $932.06 $564K - $722K	1.03K $797M
GRID	4.47K + 56.22%	$119.34 - $127.78 $533K - $571K	12.4K $1.48B
GOOG	244 + 1.62%	$163.08 - $198.16 $39.8K - $48.4K	15.3K $2.91B
IWM	1.32K + 32.11%	$216.13 - $242.4 $285K - $320K	5.43K $1.2B
AVGO	2 + 0.04%	$159.67 - $250.0 $319 - $500	4.86K $1.13B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ARISTA NETWORKS INC	17.2K New	N/A	17.2K $1.9B
IAT	20K New	$46.07 - $56.9 $920K - $1.14M	20K $1.01B
LDOS	5.05K New	$143.17 - $201.39 $722K - $1.02M	5.05K $727M
LPX	6.69K New	$98.02 - $120.27 $655K - $804K	6.69K $692M
STRL	4.07K New	$142.94 - $199.03 $582K - $810K	4.07K $686M
SQ	7.79K New	$65.06 - $98.92 $507K - $771K	7.79K $662M

Top Sells

Reduced Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRK	-8.74K - 48.81%	$96.31 - $114.76 $842K - $1M	9.17K $912M
ADBE	-1.15K - 40.61%	$437.39 - $552.96 $501K - $634K	1.68K $745M
UBER	-4.32K - 14.25%	$59.93 - $86.34 $259K - $373K	26K $1.57B
AMD	-1.39K - 26.74%	$118.88 - $172.8 $165K - $241K	3.81K $461M
PAVE	-8.21K - 56.7%	$40.41 - $45.95 $332K - $377K	6.27K $253M
WDAY	-1.08K - 46.38%	$233.85 - $279.91 $252K - $301K	1.24K $321M

Activity Summary All Purchases 52 New Holdings 13 Increased Positions 39 All Sells 42 Reductions 42 Sold out 0 Calls 0 Puts 0

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