Concentrum Wealth Management Purchases and Sells in Q4 2024

Concentrum Wealth Management

$284 Billion
Q4 2024

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	30.7K + 11.91%	$117.0 - $148.88 $3.59M - $4.57M	289K $38.8B
TSLA	639 + 3.18%	$213.65 - $479.86 $137K - $307K	20.7K $8.37B
AAPL	1.69K + 1.37%	$221.69 - $259.02 $374K - $437K	125K $31.2B
META	24 + 0.02%	$554.08 - $632.68 $13.3K - $15.2K	123K $72.3B
GLD	5.86K + 462.07%	$236.59 - $257.5 $1.39M - $1.51M	7.13K $1.73B
IJR	11.3K + 247.55%	$113.92 - $127.38 $1.28M - $1.44M	15.8K $1.82B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ISHARES BITCOIN TRUST ETF	106K New	N/A	106K $5.62B
ARISTA NETWORKS INC COM SHS	10.8K New	N/A	10.8K $1.19B
CRM	3K New	$270.87 - $367.87 $813K - $1.1M	3K $1B
AIRR	6.05K New	$73.49 - $86.09 $444K - $520K	6.05K $466M
SDVY	12.4K New	$35.45 - $40.33 $441K - $502K	12.4K $446M
BITWISE BITCOIN ETF TRUST	7.9K New	N/A	7.9K $402M

Top Sells

Reduced Positions

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	-3K - 6.43%	$118.88 - $172.8 $357K - $519K	43.7K $5.28B
BBSI	-47.7K - 87.37%	$35.9 - $44.34 $1.71M - $2.12M	6.9K $300M
SOXX	-1.38K - 6.18%	$211.27 - $239.8 $292K - $332K	21K $4.53B
FPE	-18.8K - 34.29%	$17.65 - $18.18 $331K - $341K	36K $637M
LMBS	-4.9K - 23.67%	$48.48 - $49.47 $238K - $242K	15.8K $769M
XLV	-168 - 1.22%	$136.28 - $154.74 $22.9K - $26K	13.6K $1.87B

Activity Summary All Purchases 57 New Holdings 13 Increased Positions 44 All Sells 17 Reductions 17 Sold out 0 Calls 0 Puts 0

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