Campbell Wealth Management Purchases and Sells in Q4 2024

Campbell Wealth Management

$1.11 Billion
Q4 2024

Top Buys

Incresed Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	374K + 76.55%	$77.02 - $78.58 $28.8M - $29.4M	863K $66.7M
SCHI	3.47M + 156.68%	$22.02 - $46.16 $76.4M - $160M	5.68M $125M
SCHX	10.7M + 208.85%	$22.4 - $68.28 $239M - $729M	15.8M $366M
VUG	2.91K + 1.53%	$378.79 - $428.11 $1.1M - $1.25M	193K $79.2M
SGOV	31K + 57.37%	$100.16 - $100.7 $3.1M - $3.12M	84.9K $8.52M
DIA	5.82K + 3.57%	$417.69 - $450.94 $2.43M - $2.62M	169K $71.8M

New Holdings

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MAR	4.22K New	$246.06 - $292.59 $1.04M - $1.24M	4.22K $1.18M
MTD	497 New	$1160.67 - $1498.12 $577K - $745K	497 $608K
SAIC	5.03K New	$110.11 - $154.1 $553K - $775K	5.03K $562K
VGT	843 New	$571.78 - $647.97 $482K - $546K	843 $524K
ORCL	2.86K New	$165.41 - $192.43 $473K - $550K	2.86K $476K
NFLX	505 New	$687.65 - $936.56 $347K - $473K	505 $450K

Top Sells

Reduced Positions

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACN	-7 - 0.81%	$343.9 - $376.86 $2.41K - $2.64K	855 $301K
IJH	-31 - 0.09%	$61.68 - $67.87 $1.91K - $2.1K	33.3K $2.08M

Activity Summary All Purchases 91 New Holdings 32 Increased Positions 59 All Sells 2 Reductions 2 Sold out 0 Calls 0 Puts 0

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