Barlow Wealth Partners, Inc. Purchases and Sells in Q4 2024

Barlow Wealth Partners, Inc.

$790 Billion
Q4 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	8.03K + 3.2%	$163.08 - $198.16 $1.31M - $1.59M	259K $51B
PNFP	26.3K + 17.48%	$92.95 - $129.87 $2.45M - $3.42M	177K $21.2B
HLI	21.3K + 11.81%	$158.81 - $190.49 $3.38M - $4.06M	202K $35.4B
V	5.45K + 5.61%	$273.87 - $320.91 $1.49M - $1.75M	102K $32.4B
JPM	6.78K + 8.56%	$205.18 - $250.29 $1.39M - $1.7M	86K $21.7B
PAYC	4.03K + 4.29%	$159.94 - $240.25 $645K - $969K	98K $20.1B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NICE	92.4K New	$164.71 - $199.17 $15.2M - $18.4M	92.4K $15.5B
ASML	18.1K New	$658.43 - $872.27 $11.9M - $15.8M	18.1K $13.1B
CRM	4.46K New	$270.87 - $367.87 $1.21M - $1.64M	4.46K $1.43B
MEDP	4.13K New	$308.93 - $363.58 $1.27M - $1.5M	4.13K $1.38B
BLACKROCK INC	349 New	N/A	349 $354M
ITCI	2.2K New	$71.19 - $91.57 $157K - $201K	2.2K $279M

Top Sells

Reduced Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ELV	-25.1K - 91.77%	$365.96 - $514.62 $9.19M - $12.9M	2.25K $876M
ICLR	-3.98K - 7.9%	$187.22 - $297.57 $745K - $1.18M	46.4K $9.25B
ADBE	-1.52K - 3.48%	$437.39 - $552.96 $663K - $838K	42K $17.5B
LLY	-945 - 46.53%	$727.2 - $932.06 $687K - $881K	1.09K $811M
BFB	-8.97K - 17.19%	N/A	43.2K $1.46B
AMAT	-3.52K - 42.6%	$161.44 - $213.89 $568K - $753K	4.74K $846M

Activity Summary All Purchases 57 New Holdings 9 Increased Positions 48 All Sells 41 Reductions 41 Sold out 0 Calls 0 Puts 0

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