Big Sur Wealth Management LLC Purchases and Sells in Q4 2024

Big Sur Wealth Management LLC

$341 Million
Q4 2024

Top Buys

Incresed Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HON	10.7K + 68.87%	$202.84 - $236.0 $2.18M - $2.53M	26.3K $5.94M
GDX	24.4K + 221.82%	$33.77 - $44.09 $824K - $1.08M	35.4K $1.2M
AVUV	7.57K + 39.84%	$94.37 - $106.41 $715K - $806K	26.6K $2.57M
ITA	5.25K + 22.2%	$144.31 - $157.31 $758K - $826K	28.9K $4.2M
CRM	50 + 0.5%	$270.87 - $367.87 $13.5K - $18.4K	10K $3.34M
MRK	12K + 27.45%	$96.31 - $114.76 $1.16M - $1.38M	55.7K $5.54M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLB	44.9K New	$36.83 - $45.59 $1.65M - $2.05M	44.9K $1.72M
CALF	16.3K New	$43.84 - $48.76 $715K - $795K	16.3K $717K
VEA	14.1K New	$47.57 - $52.44 $671K - $739K	14.1K $674K
EPI	10K New	$45.09 - $50.08 $451K - $501K	10K $452K
BLACKROCK INC	476 New	N/A	476 $0
TKO GROUP HOLDINGS INC	2.25K New	N/A	2.25K $0

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	-4 - 12.5%	$664750.0 - $724132.5 $2.66M - $2.9M	28 $19.1M
QQQ	-5.4K - 59.77%	$481.22 - $538.17 $2.6M - $2.91M	3.64K $1.86M
VGK	-14.6K - 8.29%	$63.27 - $70.31 $924K - $1.03M	161K $10.2M
IWM	-8.06K - 70.33%	$216.13 - $242.4 $1.74M - $1.95M	3.4K $751K
LMT	-2K - 34.6%	$479.66 - $614.62 $959K - $1.23M	3.78K $1.84M
BMY	-29.7K - 55.44%	$51.92 - $59.94 $1.54M - $1.78M	23.9K $1.35M

Activity Summary All Purchases 26 New Holdings 6 Increased Positions 20 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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