Partnership Wealth Management, LLC Purchases and Sells in Q1 2025

Partnership Wealth Management, LLC

18 operations

Stock	Shares change	Price Range	Shares Held
LLY	13 + 0.06%	$725.72 - $929.72 $9.43K - $12.1K	21.8K $18B
SPDW	1.85K + 1.06%	$33.84 - $37.77 $62.5K - $69.8K	176K $6.42B
BRK-B	43 + 1.54%	$442.66 - $534.52 $19K - $23K	2.84K $1.51B
MDT	221 + 1.44%	$79.84 - $94.5 $17.6K - $20.9K	15.5K $1.4B
CTRA	340 + 0.78%	$25.51 - $29.83 $8.67K - $10.1K	44.2K $1.28B
SCZ	669 + 1.73%	$59.28 - $66.1 $39.7K - $44.2K	39.4K $2.5B

4 operations

Stock	Shares change	Price Range	Shares Held
ETR	5K New	$75.26 - $87.89 $376K - $439K	5K $427M
PM	1.41K New	$117.15 - $158.79 $165K - $224K	1.41K $224M
UGI	6.75K New	$28.0 - $34.16 $189K - $231K	6.75K $223M
HBI	10.7K New	$5.76 - $8.6 $61.5K - $91.8K	10.7K $61.6M

10 operations

Stock	Shares change	Price Range	Shares Held
MSFT	-113 - 1.32%	$375.39 - $447.2 $42.4K - $50.5K	8.43K $3.16B
NVDA	-255 - 2.6%	$106.98 - $149.43 $27.3K - $38.1K	9.55K $1.04B
AAPL	-435 - 9.31%	$209.68 - $247.1 $91.2K - $107K	4.24K $942M
DIS	-43 - 0.35%	$96.87 - $114.0 $4.17K - $4.9K	12.1K $1.2B
RSP	-54 - 0.15%	$169.43 - $182.84 $9.15K - $9.87K	36.3K $6.29B
AXP	-41 - 1.84%	$255.39 - $325.87 $10.5K - $13.4K	2.19K $588M

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