Watershed Private Wealth LLC Purchases and Sells in Q4 2024

Watershed Private Wealth LLC

$256 Billion
Q4 2024

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	3.12K + 4.19%	$570.51 - $610.59 $1.78M - $1.91M	77.7K $45.7B
EFG	17.4K + 19.8%	$96.83 - $106.88 $1.68M - $1.86M	105K $10.2B
AMZN	463 + 2.9%	$180.88 - $232.93 $83.7K - $108K	16.4K $3.61B
HYDB	12.3K + 125.83%	$46.68 - $47.95 $576K - $592K	22.2K $1.04B
IEV	9.16K + 219.13%	$52.03 - $57.63 $477K - $528K	13.3K $695M
XCEM	31.6K + 18.22%	$29.6 - $32.67 $937K - $1.03M	205K $6.08B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPMO	52.6K New	$89.97 - $98.59 $4.73M - $5.19M	52.6K $5B
LAM RESEARCH CORP	6.16K New	N/A	6.16K $445M
ARISTA NETWORKS INC	3.29K New	N/A	3.29K $363M
IYE	6.71K New	$43.93 - $51.37 $295K - $345K	6.71K $306M
LMND	7.79K New	$15.65 - $51.81 $122K - $404K	7.79K $286M
ISHARES ETHEREUM TR	9.29K New	N/A	9.29K $235M

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	-38.1K - 22.74%	$96.64 - $101.23 $3.68M - $3.86M	130K $12.6B
VTEB	-9.58K - 13.53%	$49.79 - $51.14 $477K - $490K	61.2K $3.07B
EMXC	-5.38K - 30.09%	$55.45 - $61.08 $299K - $329K	12.5K $694M
VEA	-2.96K - 5.79%	$47.57 - $52.44 $141K - $155K	48.1K $2.3B
MSFT	-561 - 7.59%	$406.35 - $454.46 $228K - $255K	6.83K $2.88B
SPDW	-1.41K - 2.23%	$34.13 - $37.35 $48.1K - $52.6K	61.9K $2.11B

Activity Summary All Purchases 34 New Holdings 8 Increased Positions 26 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

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