Phillips Financial Management, LLC Purchases and Sells in Q4 2024

Phillips Financial Management, LLC

  • $1.22 Billion
  • Q4 2024

Top Buys

Incresed Positions

77 operations
Stock Shares change Price Range Shares Held Trade History
648K
+ 63.43%
$41.17 - $43.34 $26.7M - $28.1M
1.67M $69M
370K
+ 43.0%
$46.75 - $47.8 $17.3M - $17.7M
1.23M $57.7M
670K
+ 43.61%
$25.61 - $28.0 $17.1M - $18.7M
2.2M $57M
351K
+ 71.26%
$33.62 - $35.69 $11.8M - $12.5M
843K $28.5M
10.1K
+ 4.44%
$570.51 - $610.59 $5.78M - $6.19M
238K $140M
144K
+ 32.13%
$54.54 - $61.04 $7.86M - $8.8M
593K $33M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
11.1K
New
$46.37 - $59.74 $513K - $661K
11.1K $598K
12.9K
New
$22.1 - $22.59 $285K - $291K
12.9K $286K
865
New
$225.97 - $266.66 $195K - $231K
865 $208K
445
New
$340.59 - $380.5 $152K - $169K
445 $162K
247
New
$74.68 - $81.45 $18.4K - $20.1K
247 $18K
ISHARES BITCOIN TRUST ETF
4.42K
New
N/A
4.42K $0
View all

Top Sells

Reduced Positions

96 operations
Stock Shares change Price Range Shares Held Trade History
-192K
- 24.64%
$65.95 - $72.56 $12.7M - $13.9M
587K $38.8M
-204K
- 19.66%
$61.68 - $67.87 $12.6M - $13.8M
834K $52M
-57.1K
- 22.82%
$189.5 - $206.17 $10.8M - $11.8M
193K $36.9M
-86.2K
- 23.14%
$96.64 - $101.23 $8.33M - $8.72M
286K $27.7M
-54.1K
- 28.74%
$87.85 - $98.6 $4.75M - $5.33M
134K $11.9M
-20.3K
- 3.15%
$58.88 - $64.8 $1.2M - $1.32M
624K $36.8M
View all
Activity Summary
Buys All Purchases 83 New Holdings 6 Increased Positions 77 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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