Circle Wealth Management, LLC Purchases and Sells in Q4 2024

Circle Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

Top Buys

Incresed Positions

83 operations
Stock Shares change Price Range Shares Held Trade History
179
+ 0.01%
$370.24 - $418.94 $66.3K - $75K
1.29M $517M
27.6K
+ 4.21%
$570.51 - $610.59 $15.7M - $16.8M
682K $402M
35.6K
+ 32.23%
$521.84 - $558.82 $18.6M - $19.9M
146K $78.7M
804
+ 0.28%
$180.88 - $232.93 $145K - $187K
288K $63.3M
19.2K
+ 30.35%
$161.86 - $196.66 $3.11M - $3.78M
82.5K $15.6M
1.59K
+ 0.57%
$280.04 - $302.45 $446K - $481K
282K $81.9M
View all

New Holdings

16 operations
Stock Shares change Price Range Shares Held Trade History
12.4K
New
$105.85 - $112.84 $1.31M - $1.4M
12.4K $1.36M
2.86K
New
$362.95 - $502.38 $1.04M - $1.44M
2.86K $1.28M
13.3K
New
$47.29 - $84.74 $627K - $1.12M
13.3K $987K
11.3K
New
$61.45 - $91.14 $693K - $1.03M
11.3K $956K
5.44K
New
$63.73 - $114.96 $346K - $625K
5.44K $587K
6.76K
New
$67.21 - $89.03 $454K - $602K
6.76K $551K
View all

Top Sells

Reduced Positions

70 operations
Stock Shares change Price Range Shares Held Trade History
-49
- 0.06%
$727.2 - $932.06 $35.6K - $45.7K
85.8K $66.3M
-19
- -0.0%
$73.36 - $89.13 $1.39K - $1.69K
553K $41.8M
-27.6K
- 3.54%
$567.81 - $607.81 $15.6M - $16.8M
751K $440M
-20K
- 6.38%
$87.44 - $102.5 $1.75M - $2.05M
294K $26.8M
-718
- 0.39%
$96.31 - $114.76 $69.2K - $82.4K
185K $18.4M
-120
- 0.07%
$33.66 - $54.73 $4.04K - $6.57K
166K $5.7M
View all

Options

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
51.9K
+ 207.6%
$567.81 - $607.81 $29.5M - $31.5M
76.9K $45.1M
Activity Summary
Buys All Purchases 99 New Holdings 16 Increased Positions 83 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, 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 Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email