Wallace Advisory Group, LLC Purchases and Sells in Q4 2024

Wallace Advisory Group, LLC

$145 Billion
Q4 2024

Top Buys

Incresed Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHW	3.89K + 352.4%	$338.75 - $399.71 $1.32M - $1.56M	5K $1.91B
AAPL	5.21K + 42.27%	$221.69 - $259.02 $1.16M - $1.35M	17.5K $4.09B
TIP	7.37K + 85.07%	$106.33 - $110.69 $783K - $815K	16K $1.77B
SPXL	3.32K + 189.6%	$157.33 - $189.22 $522K - $628K	5.07K $831M
GLDM	2.08K + 3.56%	$50.76 - $55.23 $106K - $115K	60.5K $3.15B
MSCI	617 + 63.09%	$569.09 - $635.99 $351K - $392K	1.6K $930M

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VIG	7.51K New	N/A	7.51K $1.49B
ORCL	6.42K New	$165.41 - $192.43 $1.06M - $1.24M	6.42K $1.09B
GLOBAL X FDS	21.8K New	N/A	21.8K $812M
EPAM	2.47K New	N/A	2.47K $491M
MDLZ	5.79K New	$59.25 - $72.99 $343K - $422K	5.79K $426M
PAYC	2.21K New	$159.94 - $240.25 $353K - $531K	2.21K $368M

Top Sells

Reduced Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XHLF	-27.3K - 48.81%	N/A	28.6K $1.44B
CRM	-3.56K - 78.57%	$270.87 - $367.87 $963K - $1.31M	970 $265M
GOOG	-1.75K - 17.33%	$163.08 - $198.16 $286K - $347K	8.35K $1.4B
MSFT	-440 - 5.91%	$406.35 - $454.46 $179K - $200K	7K $3.01B
BANK MONTREAL MEDIUM	-497 - 39.66%	N/A	756 $310M
STIP	-2.54K - 27.92%	$100.24 - $101.35 $255K - $258K	6.56K $665M

Activity Summary All Purchases 87 New Holdings 22 Increased Positions 65 All Sells 90 Reductions 90 Sold out 0 Calls 0 Puts 0

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