4 J Wealth Management LLC Purchases and Sells in Q4 2024

4 J Wealth Management LLC

$105 Million
Q4 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRO	11.7K + 7.34%	$60.73 - $64.94 $710K - $759K	171K $10.5M
BUFB	8.39K + 6.41%	$31.36 - $32.75 $263K - $275K	139K $4.5M
IBDQ	10.4K + 16.82%	$25.0 - $25.11 $260K - $261K	72.3K $1.81M
TBUX	4.85K + 105.5%	$49.52 - $49.88 $240K - $242K	9.45K $468K
IBDR	8.49K + 19.34%	N/A	52.4K $1.24M
IBDS	6.14K + 14.31%	$23.88 - $24.32 $147K - $149K	49.1K $1.18M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEI	32K New	$115.08 - $119.55 $3.68M - $3.82M	32K $3.7M
IAU	29.6K New	$48.37 - $52.65 $1.43M - $1.56M	29.6K $1.46M
RSP	1.55K New	$174.22 - $187.62 $269K - $290K	1.55K $270K
BUFF	4.55K New	$43.97 - $45.33 $200K - $206K	4.55K $204K
ARISTA NETWORKS INC	12.3K New	N/A	12.3K $0

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	-300K - 94.21%	$22.39 - $23.45 $6.72M - $7.03M	18.4K $423K
BRK-B	-487 - 3.4%	$442.29 - $483.08 $215K - $235K	13.8K $6.28M
AMT	-530 - 29.76%	$179.4 - $232.01 $95.1K - $123K	1.25K $229K
IBTG	-7.27K - 26.83%	$22.72 - $23.0 $165K - $167K	19.8K $452K
IBMN	-6.14K - 29.34%	$26.55 - $26.67 $163K - $164K	14.8K $393K
IBTH	-5.42K - 11.41%	$22.1 - $22.59 $120K - $122K	42.1K $934K

Activity Summary All Purchases 27 New Holdings 5 Increased Positions 22 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.