Walled Lake Planning & Wealth Management, LLC Purchases and Sells in Q4 2024

Walled Lake Planning & Wealth Management, LLC

  • $245 Million
  • Q4 2024

Top Buys

Incresed Positions

59 operations
Stock Shares change Price Range Shares Held Trade History
905
+ 1.82%
$221.69 - $259.02 $201K - $234K
50.5K $12.6M
2.58K
+ 30.98%
$205.18 - $250.29 $530K - $646K
10.9K $2.62M
1.17K
+ 1.38%
$83.95 - $97.9 $97.8K - $114K
85.4K $7.89M
1.1K
+ 0.89%
$52.45 - $60.02 $57.6K - $66K
125K $7.37M
12.6K
+ 1.47%
$29.04 - $32.05 $365K - $403K
866K $26M
1.48K
+ 1.38%
$38.17 - $46.82 $56.4K - $69.2K
108K $4.65M
View all

New Holdings

6 operations
Stock Shares change Price Range Shares Held Trade History
40.9K
New
$72.97 - $96.75 $2.98M - $3.96M
40.9K $3.04M
54K
New
$39.59 - $43.95 $2.14M - $2.37M
54K $2.17M
9.78K
New
$55.86 - $60.21 $546K - $589K
9.78K $559K
9.76K
New
$20.74 - $22.27 $202K - $217K
9.76K $213K
1.14K
New
$181.96 - $405.9 $207K - $461K
1.14K $206K
GlaxoSmithKline
120K
New
N/A
120K $0
View all

Top Sells

Reduced Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
-88.7K
- 68.39%
$24.8 - $30.19 $2.2M - $2.68M
41K $1.09M
-25.9K
- 70.75%
$73.27 - $84.47 $1.9M - $2.19M
10.7K $810K
-1.03K
- 4.05%
$184.96 - $264.65 $190K - $271K
24.3K $4.59M
-15.4K
- 34.21%
$158.81 - $190.49 $2.45M - $2.93M
29.6K $5.14M
-2.07K
- 18.05%
$343.9 - $376.86 $713K - $782K
9.41K $3.31M
-324
- 0.2%
$35.08 - $39.26 $11.4K - $12.7K
165K $6.16M
View all
Activity Summary
Buys All Purchases 65 New Holdings 6 Increased Positions 59 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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