Fullcircle Wealth LLC Purchases and Sells in Q4 2024

Fullcircle Wealth LLC

$244 Billion
Q4 2024

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNOW	58 + 0.15%	$109.65 - $186.51 $6.36K - $10.8K	39.1K $7.53B
MANAGED PORTFOLIO SERIES	41.8K + 106.71%	N/A	81K $2.64B
BONDBLOXX ETF TRUST	77.3K + 166.6%	N/A	124K $1.87B
XCCC	28.7K + 198.51%	$39.02 - $39.88 $1.12M - $1.15M	43.2K $1.7B
BIL	12.2K + 91.59%	$91.29 - $91.8 $1.12M - $1.12M	25.6K $2.34B
VFMO	4.35K + 101.99%	$159.11 - $178.39 $692K - $775K	8.61K $1.51B

New Holdings

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	5 New	$664750.0 - $724132.5 $3.32M - $3.62M	5 $3.61B
BONDBLOXX ETF TRUST	25.8K New	N/A	25.8K $1.31B
PROFESIONALLY MANAGED PORTFO	33.8K New	N/A	33.8K $1.03B
LLY	1.16K New	$727.2 - $932.06 $843K - $1.08M	1.16K $1.01B
GE HEALTHCARE TECHNOLOGIES I	8.9K New	N/A	8.9K $832M
SMURFIT WESTROCK PLC	12.5K New	N/A	12.5K $681M

Top Sells

Reduced Positions

74 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UPS	-2.81K - 2.74%	$122.65 - $138.35 $344K - $388K	99.5K $11.5B
FTSL	-22.3K - 68.73%	$45.9 - $46.48 $1.02M - $1.04M	10.1K $469M
GBIL	-8.37K - 13.92%	$99.85 - $100.22 $836K - $839K	51.8K $5.18B
RTX	-6.32K - 38.34%	$114.45 - $127.21 $724K - $804K	10.2K $1.28B
AEM	-7.96K - 34.26%	$75.99 - $88.85 $605K - $708K	15.3K $1.54B
TXN	-76 - 0.47%	N/A	16.1K $2.92B

Activity Summary All Purchases 135 New Holdings 53 Increased Positions 82 All Sells 74 Reductions 74 Sold out 0 Calls 0 Puts 0

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