Charles Carroll Financial Partners, LLC Purchases and Sells in Q4 2023

Charles Carroll Financial Partners, LLC

  • $92.9 Million
  • Q4 2023

Top Buys

Incresed Positions

15 operations
Stock Shares change Price Range Shares Held Trade History
345
+ 2.55%
$399.02 - $580.47 $138K - $200K
13.9K $7.97M
950
+ 5.6%
$313.39 - $382.7 $298K - $364K
17.9K $6.73M
3.49K
+ 70.83%
$162.03 - $260.08 $565K - $906K
8.41K $2.15M
3.85K
+ 102.67%
$196.25 - $267.25 $756K - $1.03M
7.6K $2M
2K
+ 6.08%
$135.69 - $170.3 $271K - $341K
34.9K $5.94M
5.05K
+ 62.35%
$121.54 - $153.44 $614K - $775K
13.2K $1.99M
View all

New Holdings

2 operations
Stock Shares change Price Range Shares Held Trade History
3.43K
New
$162.21 - $204.82 $556K - $702K
3.43K $687K
2.75K
New
$62.69 - $75.34 $173K - $207K
2.75K $201K

Top Sells

Reduced Positions

11 operations
Stock Shares change Price Range Shares Held Trade History
-13.6K
- 62.7%
$133.66 - $158.41 $1.81M - $2.15M
8.08K $1.27M
-3.4K
- 50.0%
$141.77 - $169.1 $482K - $575K
3.4K $507K
-500
- 32.24%
$361.98 - $454.45 $181K - $227K
1.05K $408K
-1.25K
- 47.17%
$197.99 - $275.79 $247K - $345K
1.4K $382K
-2.6K
- 26.39%
$70.4 - $93.66 $183K - $244K
7.25K $676K
-1.7K
- 38.07%
$66.29 - $79.0 $113K - $134K
2.77K $218K
View all
Activity Summary
Buys All Purchases 17 New Holdings 2 Increased Positions 15 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Charles Carroll Financial Partners, LLC Portfolio

Follow Charles Carroll Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Charles Carroll Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Charles Carroll Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email