Laidlaw Wealth Management LLC Purchases and Sells in Q4 2024

Laidlaw Wealth Management LLC

$268 Million
Q4 2024

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	123K + 3054.08%	$442.29 - $483.08 $54.3M - $59.3M	127K $57.5M
PLTR	109K + 67.27%	$36.46 - $82.38 $3.99M - $9.01M	272K $20.6M
TSLA	676 + 5.84%	$213.65 - $479.86 $144K - $324K	12.3K $4.95M
SHV	9.59K + 22.78%	$109.92 - $110.57 $1.05M - $1.06M	51.7K $5.69M
VGSH	18.3K + 23.16%	$58.02 - $58.88 $1.06M - $1.08M	97.4K $5.67M
AAPL	642 + 1.64%	$221.69 - $259.02 $142K - $166K	39.9K $9.99M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRVL	19.2K New	$70.31 - $124.78 $1.35M - $2.39M	19.2K $2.12M
HOOD	28.5K New	$22.33 - $43.2 $637K - $1.23M	28.5K $1.06M
EMR	3.61K New	$108.13 - $134.33 $391K - $485K	3.61K $447K
SHOP	4.13K New	$78.14 - $119.49 $323K - $493K	4.13K $439K
MSTR	1.35K New	$162.69 - $473.83 $219K - $638K	1.35K $390K
AEE	3.57K New	$85.81 - $94.98 $306K - $339K	3.57K $318K

Top Sells

Reduced Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	-1.77K - 22.74%	$118.88 - $172.8 $210K - $306K	6.01K $725K
COWZ	-8.58K - 19.26%	$56.06 - $61.35 $481K - $526K	36K $2.03M
IVOL	-11.9K - 7.9%	$17.44 - $19.38 $208K - $231K	139K $2.47M
MRK	-3.14K - 43.27%	$96.31 - $114.76 $302K - $360K	4.11K $409K
ADBE	-13 - 0.24%	$437.39 - $552.96 $5.69K - $7.19K	5.41K $2.4M
MDYG	-4.18K - 21.33%	$86.65 - $94.9 $362K - $397K	15.4K $1.34M

Activity Summary All Purchases 86 New Holdings 18 Increased Positions 68 All Sells 66 Reductions 66 Sold out 0 Calls 0 Puts 0

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