Abacus Wealth Partners, LLC Purchases and Sells in Q4 2024

Abacus Wealth Partners, LLC

$670 Billion
Q4 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	132K + 11.13%	$54.54 - $61.04 $7.22M - $8.08M	1.32M $73.6B
DFSB	148K + 7.64%	N/A	2.08M $106B
DISV	178K + 20.8%	$26.18 - $28.77 $4.67M - $5.13M	1.04M $27.5B
DFSE	67.7K + 14.95%	N/A	521K $17.2B
NUSC	37K + 3.13%	$41.74 - $46.2 $1.54M - $1.71M	1.22M $51.1B
GOOG	100 + 1.99%	$163.08 - $198.16 $16.3K - $19.8K	5.13K $977M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AGG	3.39K New	$96.64 - $101.23 $328K - $343K	3.39K $329M
KO	4.04K New	$61.74 - $71.71 $249K - $290K	4.04K $252M
AVGO	1.05K New	$159.67 - $250.0 $167K - $262K	1.05K $243M
IWD	1.28K New	$183.23 - $199.79 $234K - $256K	1.28K $237M
IVW	2.04K New	$94.43 - $105.47 $193K - $216K	2.04K $208M
RDY	10.1K New	$13.99 - $79.75 $142K - $807K	10.1K $160M

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-12.3K - 26.62%	$221.69 - $259.02 $2.72M - $3.18M	33.9K $8.48B
DHR	-1.78K - 63.61%	$226.16 - $274.52 $402K - $488K	1.02K $233M
DFUV	-5.01K - 3.43%	$40.38 - $44.35 $202K - $222K	141K $5.77B
JNJ	-1.21K - 17.24%	$143.34 - $165.86 $174K - $201K	5.81K $841M
XOM	-2.18K - 39.43%	$105.51 - $125.37 $230K - $273K	3.35K $360M
MSFT	-486 - 5.33%	$406.35 - $454.46 $197K - $221K	8.63K $3.64B

Activity Summary All Purchases 32 New Holdings 7 Increased Positions 25 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

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