Gleason Group, Inc. Purchases and Sells in Q4 2024

Gleason Group, Inc.

$567 Million
Q4 2024

Top Buys

Incresed Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	11K + 4.67%	$521.84 - $558.82 $5.76M - $6.17M	247K $133M
VXF	26.4K + 7.04%	$179.17 - $207.15 $4.73M - $5.47M	401K $76.2M
VTI	9.04K + 3.53%	$280.04 - $302.45 $2.53M - $2.73M	265K $76.9M
VUG	780 + 0.74%	$378.79 - $428.11 $295K - $334K	106K $43.7M
SCHX	949K + 206.16%	$22.4 - $68.28 $21.3M - $64.8M	1.41M $32.7M
TSLA	544 + 21.85%	$213.65 - $479.86 $116K - $261K	3.03K $1.23M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RUM	16.3K New	$5.18 - $16.27 $84.5K - $266K	16.3K $212K
MET	183 New	$78.15 - $88.25 $14.3K - $16.1K	183 $14K
SPHD	244 New	$47.77 - $51.75 $11.7K - $12.6K	244 $11K
SCHD	218 New	$26.93 - $84.95 $5.87K - $18.5K	218 $5K
BITWISE BITCOIN ETF TRUST	500 New	N/A	500 $0
BLACKROCK INCORPORATED	519 New	N/A	519 $0

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXUS	-8.58K - 9.41%	$65.95 - $72.56 $566K - $623K	82.6K $5.46M
LLY	-711 - 31.61%	$727.2 - $932.06 $517K - $663K	1.54K $1.19M
WSM	-5.57K - 30.8%	$129.13 - $198.21 $719K - $1.1M	12.5K $2.32M
PG	-1.71K - 8.78%	$161.05 - $179.7 $276K - $307K	17.8K $2.98M
PANW	-78 - 4.73%	$181.96 - $405.9 $14.2K - $31.7K	1.57K $286K
CVX	-1.33K - 10.84%	$141.15 - $162.53 $188K - $217K	11K $1.59M

Activity Summary All Purchases 116 New Holdings 8 Increased Positions 108 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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