Cfm Wealth Partners LLC Purchases and Sells in Q4 2024

Cfm Wealth Partners LLC

$589 Million
Q4 2024

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	1.72K + 1.7%	$180.88 - $232.93 $311K - $401K	103K $22.6M
GOOGL	394 + 0.3%	$161.86 - $196.66 $63.8K - $77.5K	132K $24.9M
META	4.15K + 20.56%	$554.08 - $632.68 $2.3M - $2.63M	24.4K $14.4M
CRWD	6.05K + 253.44%	$275.15 - $388.2 $1.66M - $2.35M	8.43K $2.89M
V	891 + 2.08%	$273.87 - $320.91 $244K - $286K	43.7K $13.8M
NFLX	713 + 16.2%	$687.65 - $936.56 $490K - $668K	5.11K $4.56M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	1.12K New	$172.07 - $207.36 $193K - $233K	1.12K $221K
FTNT	2.3K New	$76.49 - $99.21 $176K - $228K	2.3K $217K
HON	960 New	$202.84 - $236.0 $195K - $227K	960 $216K
RJF	1.39K New	$123.0 - $170.1 $171K - $236K	1.39K $215K

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XOM	-31K - 19.64%	$105.51 - $125.37 $3.27M - $3.88M	127K $13.6M
AMD	-5.63K - 9.07%	$118.88 - $172.8 $670K - $973K	56.4K $6.82M
MSFT	-91 - 0.18%	$406.35 - $454.46 $37K - $41.4K	49.7K $21M
CSX	-11.7K - 56.45%	$31.58 - $36.88 $368K - $430K	9K $290K
IWB	-1.32K - 15.64%	$311.11 - $335.64 $412K - $444K	7.14K $2.3M
MRK	-663 - 3.56%	$96.31 - $114.76 $63.9K - $76.1K	18K $1.79M

Activity Summary All Purchases 63 New Holdings 4 Increased Positions 59 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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