Bison Wealth, LLC Purchases and Sells in Q4 2024

Bison Wealth, LLC

$383 Million
Q4 2024

Top Buys

Incresed Positions

96 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEF	114K + 115.55%	$92.08 - $98.18 $10.5M - $11.2M	212K $19.6M
OVT	202K + 166.47%	$21.95 - $22.83 $4.43M - $4.61M	323K $7.1M
HYG	43.7K + 1619.57%	$78.09 - $80.04 $3.41M - $3.5M	46.4K $3.65M
OVLH	81.6K + 146.54%	$33.52 - $35.17 $2.74M - $2.87M	137K $4.69M
TSLA	4.36K + 72.51%	$213.65 - $479.86 $931K - $2.09M	10.4K $4.19M
IWF	3.89K + 20.45%	$370.24 - $418.94 $1.44M - $1.63M	22.9K $9.19M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPHY	194K New	$23.29 - $23.93 $4.52M - $4.65M	194K $4.56M
SPDN	385K New	$10.71 - $11.38 $4.12M - $4.38M	385K $4.24M
FTNT	6.19K New	$76.49 - $99.21 $474K - $615K	6.19K $585K
O	10.7K New	$51.76 - $64.71 $553K - $692K	10.7K $571K
MUB	4.85K New	$105.78 - $108.7 $513K - $527K	4.85K $516K
QQQM	1.87K New	$198.04 - $221.51 $370K - $414K	1.87K $392K

Top Sells

Reduced Positions

181 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-20.5K - 45.17%	$406.35 - $454.46 $8.32M - $9.3M	24.8K $10.5M
JPM	-30.8K - 59.71%	$205.18 - $250.29 $6.32M - $7.71M	20.8K $4.98M
AAPL	-25K - 27.02%	$221.69 - $259.02 $5.54M - $6.48M	67.5K $16.9M
UNH	-7.13K - 68.25%	$485.52 - $625.25 $3.46M - $4.46M	3.32K $1.68M
AMZN	-28.3K - 50.1%	$180.88 - $232.93 $5.11M - $6.58M	28.2K $6.18M
HD	-9.77K - 57.19%	$385.02 - $431.37 $3.76M - $4.21M	7.31K $2.84M

Options

Calls

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-400 - 9.09%	$567.81 - $607.81 $227K - $243K	4K $2.34M

Activity Summary All Purchases 128 New Holdings 32 Increased Positions 96 All Sells 181 Reductions 181 Sold out 0 Calls 1 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bison Wealth, LLC with notifications on news.