C2 C Wealth Management, LLC Purchases in Q4 2024

C2 C Wealth Management, LLC

  • $108 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.38K
New
$213.65 - $479.86 $295K - $663K
1.38K $557K
WFC
Wells Fargo & Company

Financial Services
400
+ 3.11%
$54.98 - $77.35 $22K - $30.9K
13.3K $931K
BAC
Bank Of America Corp

Financial Services
60
+ 0.38%
$39.22 - $47.77 $2.35K - $2.87K
16K $701K
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 19.64%
$873.59 - $994.69 $47.2K - $53.7K
329 $301K
PBYI
Puma Biotechnology, Inc.

Healthcare
12K
New
$2.42 - $3.39 $29K - $40.7K
12K $36K
OPK
Opko Health, Inc.

Healthcare
15K
New
$1.4 - $1.64 $21K - $24.6K
15K $22K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
450
+ 9.47%
$51.54 - $52.55 $23.2K - $23.6K
5.2K $268K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
1K
+ 1.45%
$14.28 - $14.81 $14.3K - $14.8K
70.1K $1.01M
Novabay Pharmaceuticals Inc
7.95K
+ 18.52%
N/A
50.9K $0
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
112
+ 0.77%
$12.74 - $14.23 $1.43K - $1.59K
14.6K $190K
MSFT
Microsoft Corp

Technology
244
+ 1.51%
$406.35 - $454.46 $99.1K - $111K
16.4K $6.93M
WPC
W. P. Carey Inc.

Real Estate
500
+ 4.25%
$53.44 - $61.33 $26.7K - $30.7K
12.3K $668K
XOM
Exxon Mobil Corp

Energy
50
+ 0.68%
$105.51 - $125.37 $5.28K - $6.27K
7.36K $791K
ABBV
Abb Vie Inc.

Healthcare
63
+ 1.6%
$164.99 - $203.87 $10.4K - $12.8K
4.01K $712K
MDLZ
Mondelez International, Inc.

Consumer Defensive
50
+ 0.79%
$59.25 - $72.99 $2.96K - $3.65K
6.36K $379K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
5K
+ 2.05%
$23.17 - $26.26 $116K - $131K
249K $6M
Activity Summary
Buys All Purchases 17 New Holdings 3 Increased Positions 14 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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