Upper Left Wealth Management, LLC Purchases and Sells in Q1 2025

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

Top Buys

Incresed Positions

24 operations
Stock Shares change Price Range Shares Held Trade History
107K
+ 942.62%
$48.33 - $49.5 $5.18M - $5.3M
118K $5.78M
94.8K
+ 71.09%
$20.94 - $22.04 $1.98M - $2.09M
228K $4.98M
2.79K
+ 123.65%
$554.06 - $615.85 $1.54M - $1.72M
5.04K $2.81M
53.4K
+ 50.28%
$22.98 - $24.13 $1.23M - $1.29M
160K $3.8M
41K
+ 40.8%
$25.69 - $26.89 $1.05M - $1.1M
141K $3.79M
7.83K
+ 9.4%
$43.71 - $58.65 $342K - $459K
91.1K $4.97M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
152K
New
$24.88 - $26.85 $3.78M - $4.08M
152K $3.85M
123K
New
$27.81 - $30.21 $3.42M - $3.71M
123K $3.62M
636
New
$468.34 - $539.52 $298K - $343K
636 $298K
1.05K
New
$254.06 - $273.83 $267K - $288K
1.05K $276K
13.7K
New
$15.8 - $18.39 $217K - $252K
13.7K $240K
2.38K
New
$88.64 - $92.03 $211K - $219K
2.38K $214K
View all

Top Sells

Reduced Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
-31.2K
- 75.57%
$49.42 - $50.43 $1.54M - $1.57M
10.1K $503K
-51.5K
- 25.34%
$25.81 - $28.52 $1.33M - $1.47M
152K $4.19M
-5.04K
- 2.65%
$23.16 - $27.04 $117K - $136K
185K $4.34M
-18.9K
- 39.37%
$22.39 - $24.7 $424K - $468K
29.2K $716K
-10.4K
- 14.47%
$56.51 - $62.98 $587K - $654K
61.4K $3.75M
-322
- 13.09%
$551.42 - $612.93 $178K - $197K
2.14K $1.2M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
ISHARES BITCOIN TRUST ETF
1K
New
N/A
1K $0
Activity Summary
Buys All Purchases 31 New Holdings 7 Increased Positions 24 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email