Concentrum Wealth Management Purchases and Sells in Q3 2024

Concentrum Wealth Management

$257 Billion
Q3 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.34K + 1.1%	$207.23 - $234.82 $277K - $314K	123K $28.7B
BRK-B	2.17K + 29.22%	$405.19 - $478.57 $880K - $1.04M	9.6K $4.42B
TSLA	169 + 0.85%	$191.76 - $263.26 $32.4K - $44.5K	20.1K $5.26B
QQQ	1.75K + 10.2%	$434.77 - $502.96 $761K - $881K	18.9K $9.23B
GILD	10.3K + 191.31%	$66.59 - $83.99 $686K - $865K	15.7K $1.31B
NVDA	11.6K + 4.73%	$98.91 - $134.91 $1.15M - $1.57M	258K $31.3B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COST	268 New	$801.83 - $917.05 $215K - $246K	268 $238M
XLU	2.89K New	$67.67 - $80.78 $196K - $234K	2.89K $234M
SPGI	416 New	$446.32 - $527.38 $186K - $219K	416 $215M
DIS	2.11K New	$85.6 - $98.61 $181K - $208K	2.11K $203M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMAT	-4 - 0.05%	$174.88 - $254.97 $700 - $1.02K	8.77K $1.77B
FTXL	-387 - 3.62%	N/A	10.3K $961M
XLE	-213 - 5.45%	$84.35 - $93.39 $18K - $19.9K	3.7K $324M
WFC	-53 - 1.27%	$51.58 - $60.97 $2.73K - $3.23K	4.13K $233M
XSD	-5 - 0.49%	$201.42 - $273.98 $1.01K - $1.37K	1.01K $242M
SPY	-32 - 3.41%	$517.38 - $573.86 $16.6K - $18.4K	907 $520M

Activity Summary All Purchases 50 New Holdings 4 Increased Positions 46 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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