Aldebaran Financial Inc. Purchases and Sells in Q4 2024

Aldebaran Financial Inc.

$84.6 Million
Q4 2024

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPM	86 + 0.78%	$205.18 - $250.29 $17.6K - $21.5K	11.1K $2.66M
SPLG	3.87K + 10.15%	$66.77 - $71.52 $259K - $277K	42K $2.9M
SPTM	3.08K + 4.6%	$69.3 - $74.3 $213K - $229K	70K $5M
NVDA	105 + 0.51%	$117.0 - $148.88 $12.3K - $15.6K	20.9K $2.8M
LNG	247 + 4.75%	$181.07 - $225.92 $44.7K - $55.8K	5.44K $1.17M
META	230 + 8.06%	$554.08 - $632.68 $127K - $146K	3.08K $1.82M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	16.2K New	$49.79 - $51.14 $806K - $828K	16.2K $811K
MUB	7.6K New	$105.78 - $108.7 $804K - $826K	7.6K $809K
USHY	17.6K New	$36.54 - $37.53 $644K - $661K	17.6K $647K
VYM	4.81K New	$126.68 - $134.74 $610K - $648K	4.81K $613K
SCHD	21.5K New	$26.93 - $84.95 $580K - $1.83M	21.5K $588K
BND	5.72K New	$71.75 - $75.11 $411K - $430K	5.72K $411K

Top Sells

Reduced Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-4.7K - 16.04%	$221.69 - $259.02 $1.04M - $1.22M	24.6K $6.16M
SPY	-1.26K - 14.94%	$567.81 - $607.81 $713K - $763K	7.15K $4.19M
WM	-945 - 8.43%	$201.79 - $228.46 $191K - $216K	10.3K $2.07M
PG	-795 - 6.01%	$161.05 - $179.7 $128K - $143K	12.4K $2.08M
JNJ	-406 - 5.65%	$143.34 - $165.86 $58.2K - $67.3K	6.78K $980K
BRK-B	-120 - 0.76%	$442.29 - $483.08 $53.1K - $58K	15.8K $7.15M

Activity Summary All Purchases 33 New Holdings 10 Increased Positions 23 All Sells 33 Reductions 33 Sold out 0 Calls 0 Puts 0

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