Strong Box Wealth, LLC Purchases and Sells in Q4 2024

Strong Box Wealth, LLC

$228 Million
Q4 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	73.6K + 17.64%	$50.37 - $50.6 $3.71M - $3.72M	491K $24.7M
ABT	10.7K + 174.31%	$111.93 - $119.39 $1.2M - $1.28M	16.8K $1.9M
JMST	17.1K + 35.23%	$50.67 - $50.9 $868K - $872K	65.7K $3.33M
SHY	11.2K + 9.38%	$81.68 - $82.93 $911K - $925K	130K $10.7M
JAAA	14.1K + 59.28%	$50.62 - $50.97 $712K - $717K	37.8K $1.92M
BX	484 + 2.75%	$148.45 - $199.05 $71.8K - $96.3K	18.1K $3.12M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	11.2K New	$41.17 - $43.34 $462K - $486K	11.2K $464K
WMB	6.15K New	$46.37 - $59.74 $285K - $367K	6.15K $332K
MUB	2.76K New	$105.78 - $108.7 $292K - $300K	2.76K $293K
NVO	3.27K New	$85.0 - $120.04 $278K - $393K	3.27K $281K
SHV	2.3K New	$109.92 - $110.57 $253K - $255K	2.3K $253K
ORCL	1.48K New	$165.41 - $192.43 $245K - $285K	1.48K $247K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHR	-3.9K - 25.73%	$226.16 - $274.52 $881K - $1.07M	11.2K $2.58M
MSFT	-2.5K - 10.91%	$406.35 - $454.46 $1.02M - $1.14M	20.4K $8.61M
PLD	-4.44K - 19.56%	$101.4 - $126.96 $450K - $563K	18.2K $1.93M
ZTS	-2.91K - 42.56%	$162.24 - $194.42 $472K - $566K	3.93K $639K
EQIX	-832 - 36.14%	$865.69 - $985.0 $720K - $820K	1.47K $1.39M
XLRE	-656 - 0.67%	$40.06 - $45.21 $26.3K - $29.7K	96.6K $3.93M

Activity Summary All Purchases 37 New Holdings 8 Increased Positions 29 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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