Circle Wealth Management, LLC Purchases and Sells in Q1 2025

Circle Wealth Management, LLC

  • $4.57 Billion
  • Q1 2025

Top Buys

Incresed Positions

78 operations
Stock Shares change Price Range Shares Held Trade History
52.4K
+ 7.69%
$554.06 - $615.85 $29.1M - $32.3M
735K $413M
18.4K
+ 2.32%
$49.74 - $58.96 $916K - $1.09M
811K $47.8M
13.1K
+ 145.87%
$80.53 - $147.57 $1.05M - $1.93M
22K $2.91M
1.85K
+ 7.0%
$243.19 - $288.14 $449K - $532K
28.2K $8.13M
6.34K
+ 63.46%
$178.61 - $217.95 $1.13M - $1.38M
16.3K $3.39M
60
+ 0.35%
$442.66 - $534.52 $26.6K - $32.1K
17.2K $9.16M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
84.3K
New
$19.1 - $27.39 $1.61M - $2.31M
84.3K $1.92M
2.79K
New
$217.4 - $264.74 $606K - $738K
2.79K $693K
9.87K
New
$48.21 - $51.59 $476K - $509K
9.87K $480K
1.94K
New
$213.0 - $327.92 $414K - $637K
1.94K $472K
4.02K
New
$113.93 - $141.54 $458K - $569K
4.02K $461K
1.61K
New
$249.11 - $303.11 $400K - $487K
1.61K $425K
View all

Top Sells

Reduced Positions

62 operations
Stock Shares change Price Range Shares Held Trade History
-99
- 0.01%
$360.07 - $417.26 $35.6K - $41.3K
1.29M $465M
-22.4K
- 2.99%
$551.42 - $612.93 $12.4M - $13.7M
728K $408M
-14.8K
- 0.7%
$102.49 - $119.96 $1.52M - $1.78M
2.1M $220M
-37.4K
- 0.87%
$57.21 - $65.8 $2.14M - $2.46M
4.25M $248M
-269K
- 8.89%
$21.23 - $23.75 $5.72M - $6.39M
2.76M $59.4M
-1.82K
- 0.63%
$190.26 - $242.06 $346K - $440K
287K $54.5M
View all

Options

Puts

2 operations
Stock Shares change Price Range Shares Held Trade History
2.68M
New
$64.98 - $124.62 $174M - $333M
2.68M $226M
-400
- 0.52%
$551.42 - $612.93 $221K - $245K
76.5K $42.8M
Activity Summary
Buys All Purchases 91 New Holdings 13 Increased Positions 78 Sells All Sells 62 Reductions 62 Sold out 0 Options Calls 0 Puts 2
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