Financial Insights, Inc. Purchases and Sells in Q4 2024

Financial Insights, Inc.

$255 Million
Q4 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOTE	8.34K + 7.78%	$66.37 - $71.58 $554K - $597K	116K $7.94M
QQQ	536 + 2.84%	$481.22 - $538.17 $258K - $288K	19.4K $9.93M
SCHD	603K + 214.03%	$26.93 - $84.95 $16.2M - $51.2M	885K $24.2M
RAFE	7.05K + 92.25%	$36.21 - $38.2 $255K - $269K	14.7K $534K
NUDM	8.55K + 104.26%	$30.06 - $33.38 $257K - $285K	16.7K $503K
XLK	500 + 3.08%	$220.26 - $241.44 $110K - $121K	16.7K $3.89M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DIVO	44.4K New	$40.26 - $42.88 $1.79M - $1.91M	44.4K $1.8M
NUSC	10.9K New	$41.74 - $46.2 $456K - $505K	10.9K $458K
EMXF	7.37K New	$37.27 - $41.46 $275K - $306K	7.37K $274K
CMG	4.21K New	$55.73 - $66.16 $235K - $279K	4.21K $253K
CASH	0 New	$64.22 - $84.86 $0 - $0	0 $0

Top Sells

Reduced Positions

69 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-12.8K - 20.56%	$406.35 - $454.46 $5.21M - $5.83M	49.5K $20.9M
NVDA	-27.3K - 61.4%	$117.0 - $148.88 $3.2M - $4.07M	17.2K $2.31M
VEA	-41.1K - 29.24%	$47.57 - $52.44 $1.95M - $2.15M	99.4K $4.75M
SPLG	-29.9K - 7.66%	$66.77 - $71.52 $1.99M - $2.14M	360K $24.8M
SPEM	-25.4K - 14.34%	$38.37 - $42.82 $975K - $1.09M	152K $5.82M
SPYG	-17.9K - 77.74%	$81.74 - $91.38 $1.46M - $1.63M	5.12K $449K

Activity Summary All Purchases 24 New Holdings 5 Increased Positions 19 All Sells 69 Reductions 69 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.