Family Firm, Inc. Purchases and Sells in Q4 2024

Family Firm, Inc.

$578 Million
Q4 2024

Top Buys

Incresed Positions

119 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	33.1K + 747.44%	$406.35 - $454.46 $13.4M - $15M	37.5K $15.8M
AVGO	112 + 0.49%	$159.67 - $250.0 $17.9K - $28K	22.8K $5.28M
NVDA	3.84K + 7.05%	$117.0 - $148.88 $449K - $572K	58.3K $7.83M
VTHR	592 + 1.5%	$251.33 - $271.45 $149K - $161K	40.1K $10.4M
IXJ	4.6K + 28.15%	$85.65 - $98.34 $394K - $452K	20.9K $1.8M
IEFA	3.86K + 39.49%	$70.06 - $77.43 $271K - $299K	13.6K $958K

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLF	9.33K New	$44.89 - $51.34 $419K - $479K	9.33K $450K
EIS	3.27K New	$64.79 - $77.75 $212K - $254K	3.27K $251K
IEZ	12.5K New	$18.93 - $22.09 $237K - $276K	12.5K $247K
CRM	686 New	$270.87 - $367.87 $186K - $252K	686 $229K
SNV	4.29K New	$42.5 - $58.73 $182K - $252K	4.29K $219K
KR	3.48K New	$55.21 - $63.3 $192K - $220K	3.48K $212K

Top Sells

Reduced Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWV	-702K - 78.1%	$323.08 - $349.08 $227M - $245M	197K $65.8M
IVV	-172K - 87.57%	$570.51 - $610.59 $98M - $105M	24.4K $14.4M
VEA	-68.5K - 8.88%	$47.57 - $52.44 $3.26M - $3.59M	702K $33.6M
FLTR	-250K - 37.56%	$25.35 - $25.53 $6.34M - $6.38M	416K $10.6M
IBB	-28.3K - 69.61%	$131.21 - $148.85 $3.72M - $4.21M	12.4K $1.63M
BND	-8.08K - 1.3%	$71.75 - $75.11 $580K - $607K	615K $44.2M

Activity Summary All Purchases 129 New Holdings 10 Increased Positions 119 All Sells 68 Reductions 68 Sold out 0 Calls 0 Puts 0

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