Mattern Wealth Management LLC Purchases and Sells in Q3 2024

Mattern Wealth Management LLC

$426 Million
Q3 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	572K + 57.9%	$31.05 - $34.29 $17.8M - $19.6M	1.56M $53.5M
DFIC	313K + 101.17%	$25.36 - $28.37 $7.94M - $8.88M	622K $17.5M
DFEM	238K + 215.56%	$25.21 - $28.46 $6M - $6.77M	348K $9.81M
AAPL	280 + 0.26%	$207.23 - $234.82 $58K - $65.7K	110K $25.6M
AVUS	17.8K + 11.48%	$86.27 - $95.15 $1.53M - $1.69M	172K $16.4M
DFSD	34.3K + 6.68%	$47.0 - $47.84 $1.61M - $1.64M	549K $26.2M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	29.2K New	$434.77 - $502.96 $12.7M - $14.7M	29.2K $14.2M
FMHI	9.41K New	$48.27 - $49.43 $454K - $465K	9.41K $464K
TGT	2.78K New	$133.47 - $159.25 $371K - $442K	2.78K $432K
BMY	4.8K New	$39.66 - $51.75 $190K - $248K	4.8K $248K
O	3.91K New	$52.36 - $63.42 $205K - $248K	3.91K $247K
RTX	1.98K New	$99.55 - $123.34 $197K - $244K	1.98K $239K

Top Sells

Reduced Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	-225K - 40.38%	$41.34 - $43.55 $9.32M - $9.81M	333K $14.4M
AVIG	-76.4K - 40.53%	$40.41 - $42.73 $3.09M - $3.26M	112K $4.76M
LOW	-14.6K - 57.35%	$213.3 - $270.78 $3.12M - $3.96M	10.9K $2.95M
ADI	-10.4K - 45.73%	$200.56 - $243.33 $2.09M - $2.54M	12.4K $2.85M
PSX	-13.7K - 39.61%	$125.0 - $147.17 $1.71M - $2.02M	20.9K $2.75M
CVX	-11.4K - 32.37%	$137.88 - $161.97 $1.57M - $1.84M	23.7K $3.5M

Activity Summary All Purchases 50 New Holdings 11 Increased Positions 39 All Sells 76 Reductions 76 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mattern Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mattern Wealth Management LLC with notifications on news.