Ball & CO Wealth Management Inc. Purchases and Sells in Q2 2025

Ball & CO Wealth Management Inc.

  • $93.9 Million
  • Q2 2025

Top Buys

Incresed Positions

27 operations
Stock Shares change Price Range Shares Held Trade History
23.4K
+ 65.77%
$273.71 - $316.29 $6.39M - $7.39M
58.9K $17.9M
5.96K
+ 2.8%
$85.42 - $94.39 $509K - $563K
219K $20.5M
5
+ 0.6%
$210.28 - $289.91 $1.05K - $1.45K
840 $243K
30
+ 5.25%
$167.32 - $223.3 $5.02K - $6.7K
601 $131K
1
+ 0.1%
$144.7 - $178.6 $145 - $179
1.01K $177K
5
+ 5.49%
$484.66 - $738.09 $2.42K - $3.69K
96 $71K
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
SERIES PORTFOLIOS TR
260K
New
N/A
260K $6.65M
ISHARES BITCOIN TRUST ETF
16.8K
New
N/A
16.8K $1.03M
12.1K
New
$10.13 - $13.96 $123K - $169K
12.1K $166K
3.9K
New
$33.22 - $42.57 $130K - $166K
3.9K $164K
2.94K
New
$49.13 - $55.86 $144K - $164K
2.94K $163K
3.88K
New
$27.08 - $33.74 $105K - $131K
3.88K $127K
View all

Top Sells

Reduced Positions

7 operations
Stock Shares change Price Range Shares Held Trade History
-91.6K
- 31.1%
$45.07 - $52.57 $4.13M - $4.82M
203K $9.92M
FIDELITY COVINGTON TRUST
-17.1K
- 45.42%
N/A
20.5K $759K
FIDELITY COVINGTON TRUST
-9.03K
- 34.53%
N/A
17.1K $544K
-5K
- 50.0%
N/A
5K $87K
FIDELITY COVINGTON TRUST
-1.56K
- 8.63%
N/A
16.5K $550K
-19.7K
- 9.12%
$31.93 - $39.49 $629K - $778K
196K $7.75M
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-2.5K
Closed
N/A
0 $0
Activity Summary
Buys All Purchases 34 New Holdings 7 Increased Positions 27 Sells All Sells 8 Reductions 7 Sold out 1 Options Calls 0 Puts 0
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