Circle Wealth Management, LLC Purchases and Sells in Q3 2025

Circle Wealth Management, LLC

  • $5.12 Billion
  • Q3 2025

Top Buys

Incresed Positions

108 operations
Stock Shares change Price Range Shares Held Trade History
92.4K
+ 1.41%
$202.38 - $256.87 $18.7M - $23.7M
6.64M $1.69B
22.8K
+ 3.11%
$620.67 - $670.08 $14.2M - $15.3M
758K $507M
7.25K
+ 1.01%
$617.65 - $666.84 $4.48M - $4.84M
725K $483M
2.45K
+ 0.12%
$108.46 - $120.63 $266K - $296K
2.1M $250M
5.26K
+ 0.12%
$62.09 - $66.51 $327K - $350K
4.24M $277M
5.69K
+ 4.11%
$567.77 - $614.76 $3.23M - $3.5M
144K $88.2M
View all

New Holdings

27 operations
Stock Shares change Price Range Shares Held Trade History
134K
New
$57.15 - $62.12 $7.68M - $8.35M
134K $8.35M
39.5K
New
$50.81 - $51.07 $2M - $2.02M
39.5K $2.01M
3.37K
New
$301.44 - $365.84 $1.02M - $1.23M
3.37K $1.09M
9.24K
New
$92.26 - $97.51 $852K - $901K
9.24K $892K
6.65K
New
N/A
6.65K $831K
3.2K
New
$181.39 - $228.28 $580K - $730K
3.2K $685K
View all

Top Sells

Reduced Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
-9.06K
- 65.24%
N/A
4.82K $938K
-270
- 4.47%
$1147.87 - $1297.18 $310K - $350K
5.77K $6.91M
-6.59K
- 25.36%
$150.47 - $161.22 $991K - $1.06M
19.4K $2.98M
-18K
- 24.77%
N/A
54.5K $2.93M
-13.6K
- 22.01%
$75.26 - $80.19 $1.02M - $1.09M
48.2K $3.84M
-2.9K
- 37.7%
$191.35 - $239.35 $555K - $694K
4.79K $926K
View all
Activity Summary
Buys All Purchases 135 New Holdings 27 Increased Positions 108 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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