Fullcircle Wealth LLC Sells in Q4 2024

Fullcircle Wealth LLC

  • $244 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-1.5K
- 17.89%
$180.88 - $232.93 $272K - $350K
6.91K $1.59B
HD
Home Depot, Inc.

Consumer Cyclical
-15
- 0.95%
$385.02 - $431.37 $5.78K - $6.47K
1.57K $648M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-158
- 3.01%
$209.89 - $233.24 $33.2K - $36.9K
5.1K $1.18B
IWB
Ishares Tr Russell 1000 ETF

ETFs
-1
- 0.13%
$311.11 - $335.64 $311 - $336
747 $251M
PLD
Prologis, Inc.

Real Estate
-134
- 1.11%
$101.4 - $126.96 $13.6K - $17K
12K $1.45B
GLD
Spdr Gold Trust

ETFs
-20
- 1.25%
$236.59 - $257.5 $4.73K - $5.15K
1.58K $426M
OEF
Ishares S&P 100 ETF

ETFs
-67
- 2.74%
N/A
2.38K $710M
UNP
Union Pacific Corp

Industrials
-98
- 3.84%
$223.15 - $249.32 $21.9K - $24.4K
2.46K $616M
WEC
Wec Energy Group, Inc.

Utilities
-358
- 3.88%
$92.94 - $101.82 $33.3K - $36.5K
8.86K $920M
SOFI
So Fi Technologies, Inc.

Financial Services
-134
- 0.95%
$7.63 - $16.88 $1.02K - $2.26K
13.9K $211M
AAPL
Apple Inc.

Technology
-647
- 2.43%
$221.69 - $259.02 $143K - $168K
26K $6.27B
BLND
Blend Labs, Inc.

Technology
-1.03K
- 0.7%
$3.31 - $5.35 $3.42K - $5.53K
147K $570M
IVV
Ishares Core S&P 500 ETF

ETFs
-180
- 2.94%
$570.51 - $610.59 $103K - $110K
5.95K $3.64B
ENB
Enbridge Inc

Energy
-1.68K
- 4.25%
$40.4 - $43.92 $68K - $74K
38K $1.73B
AXP
American Express CO

Financial Services
-186
- 4.08%
$267.35 - $305.57 $49.7K - $56.8K
4.38K $1.35B
PM
Philip Morris International Inc.

Consumer Defensive
-312
- 3.67%
$118.38 - $133.06 $36.9K - $41.5K
8.19K $1.22B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-223
- 1.78%
$442.29 - $483.08 $98.6K - $108K
12.3K $5.91B
SHOP
Shopify Inc.

Technology
-27
- 0.65%
$78.14 - $119.49 $2.11K - $3.23K
4.13K $527M
C
Citigroup Inc

Financial Services
-115
- 0.99%
$61.31 - $72.5 $7.05K - $8.34K
11.4K $940M
ABT
Abbott Laboratories

Healthcare
-363
- 2.6%
$111.93 - $119.39 $40.6K - $43.3K
13.6K $1.79B
AVGO
Broadcom Inc.

Technology
-1.81K
- 15.29%
$159.67 - $250.0 $288K - $452K
10K $2.36B
WMT
Walmart Inc.

Consumer Defensive
-1.48K
- 6.73%
$79.1 - $95.7 $117K - $141K
20.4K $2.15B
JPM
Jpmorgan Chase & CO

Financial Services
-243
- 2.77%
$205.18 - $250.29 $49.9K - $60.8K
8.52K $2.36B
Activity Summary
Buys All Purchases 135 New Holdings 53 Increased Positions 82 Sells All Sells 74 Reductions 74 Sold out 0 Options Calls 0 Puts 0
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