Mowery & Schoenfeld Wealth Management, LLC Purchases and Sells in Q1 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $51 Billion
  • Q1 2025

Top Buys

Incresed Positions

95 operations
Stock Shares change Price Range Shares Held Trade History
1.8K
+ 115.66%
$306.92 - $362.71 $551K - $651K
3.35K $1.17B
2.03K
+ 66.45%
$375.39 - $447.2 $762K - $908K
5.09K $1.91B
2.15K
+ 143.64%
$190.26 - $242.06 $408K - $519K
3.64K $693M
1.89K
+ 85.69%
$92.12 - $108.98 $174K - $206K
4.1K $447M
1K
+ 199.8%
$169.2 - $216.66 $170K - $217K
1.51K $315M
706
+ 299.15%
$235.61 - $291.22 $166K - $206K
942 $267M
View all

New Holdings

80 operations
Stock Shares change Price Range Shares Held Trade History
MANAGED PORTFOLIO SERIES
12.7K
New
N/A
12.7K $434M
2.36K
New
$69.57 - $78.65 $164K - $185K
2.36K $178M
1.45K
New
$102.49 - $119.96 $149K - $174K
1.45K $152M
3.31K
New
$35.79 - $38.28 $118K - $127K
3.31K $124M
896
New
$120.29 - $134.6 $108K - $121K
896 $109M
953
New
$90.0 - $96.32 $85.8K - $91.8K
953 $88M
View all

Top Sells

Reduced Positions

173 operations
Stock Shares change Price Range Shares Held Trade History
-10.7K
- 29.37%
$161.27 - $192.3 $1.72M - $2.05M
25.6K $4.13B
-11K
- 25.25%
$97.38 - $104.52 $1.07M - $1.15M
32.5K $3.32B
-3.65K
- 92.28%
$243.19 - $288.14 $887K - $1.05M
305 $87.9M
-701
- 35.14%
$554.06 - $615.85 $388K - $432K
1.29K $727M
-3.72K
- 20.13%
$50.87 - $51.09 $189K - $190K
14.8K $754M
-387
- 62.52%
$158.56 - $176.26 $61.4K - $68.2K
232 $39.6M
View all

Sold Out

2 operations
Stock Shares change Price Range Shares Held Trade History
-47
Closed
$116.69 - $152.6 $5.48K - $7.17K
0 $8K
-13
Closed
$199.11 - $347.87 $2.59K - $4.52K
0 $2K
Activity Summary
Buys All Purchases 175 New Holdings 80 Increased Positions 95 Sells All Sells 175 Reductions 173 Sold out 2 Options Calls 0 Puts 0
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