Ball & CO Wealth Management Inc. Purchases and Sells in Q1 2025

Ball & CO Wealth Management Inc.

  • $93.3 Million
  • Q1 2025

Top Buys

Incresed Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
5.35K
+ 1.85%
$48.65 - $53.06 $260K - $284K
295K $15.3M
52
+ 0.71%
$89.14 - $117.41 $4.64K - $6.11K
7.39K $827K
19
+ 0.86%
$169.2 - $216.66 $3.21K - $4.12K
2.23K $467K
FIDELITY COVINGTON TRUST
675
+ 3.87%
N/A
18.1K $538K
FIDELITY COVINGTON TRUST
1.2K
+ 4.79%
N/A
26.2K $804K
13
+ 1.18%
$44.22 - $68.64 $575 - $892
1.11K $75K
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
73K
New
$85.29 - $92.57 $6.23M - $6.76M
73K $6.65M
41.7K
New
$105.1 - $109.61 $4.39M - $4.58M
41.7K $4.54M
10
New
$222.15 - $428.22 $2.22K - $4.28K
10 $2K

Top Sells

Reduced Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
-44.2K
- 47.17%
$360.07 - $417.26 $15.9M - $18.4M
49.5K $17.9M
-151K
- 41.57%
$87.68 - $94.52 $13.3M - $14.3M
213K $19.9M
-70.7K
- 24.65%
$34.95 - $37.36 $2.47M - $2.64M
216K $7.7M
-830
- 21.95%
$209.68 - $247.1 $174K - $205K
2.95K $655K
-151
- 60.89%
$828.4 - $1058.6 $125K - $160K
97 $90K
-393
- 28.09%
$154.33 - $206.19 $60.7K - $81K
1.01K $155K
View all

Sold Out

8 operations
Stock Shares change Price Range Shares Held Trade History
-70.5K
Closed
$128.78 - $141.67 $9.08M - $9.99M
0 $0
-40.7K
Closed
$60.91 - $71.4 $2.48M - $2.9M
0 $0
-6.02K
Closed
$47.32 - $52.19 $285K - $314K
0 $0
-3.12K
Closed
$21.75 - $24.28 $67.9K - $75.8K
0 $0
0
Closed
$192.6 - $233.2 $0 - $0
0 $0
-8
Closed
$120.29 - $134.6 $962 - $1.08K
0 $0
View all
Activity Summary
Buys All Purchases 30 New Holdings 3 Increased Positions 27 Sells All Sells 27 Reductions 19 Sold out 8 Options Calls 0 Puts 0
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