Circle Wealth Management, LLC Sells in Q3 2024

Circle Wealth Management, LLC

  • $4.51 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-202
- 5.94%
$531.86 - $624.21 $107K - $126K
3.2K $1.98M
MCD
Mcdonalds Corp

Consumer Cyclical
-170
- 5.44%
$245.82 - $304.51 $41.8K - $51.8K
2.96K $900K
TMUS
T Mobile Us, Inc.

Communication Services
-449
- 5.83%
$175.14 - $206.36 $78.6K - $92.7K
7.26K $1.5M
MA
Mastercard Inc

Financial Services
-457
- 5.83%
$429.6 - $500.99 $196K - $229K
7.38K $3.65M
ITW
Illinois Tool Works Inc

Industrials
-11
- 0.14%
$233.14 - $263.97 $2.56K - $2.9K
7.63K $2M
UNH
Unitedhealth Group Inc

Healthcare
-145
- 2.76%
$488.01 - $604.18 $70.8K - $87.6K
5.11K $2.98M
JPM
Jpmorgan Chase & CO

Financial Services
-1.58K
- 2.06%
$194.9 - $224.8 $308K - $356K
75.2K $15.8M
PLTR
Palantir Technologies Inc.

Technology
-19.9K
- 16.99%
$24.09 - $37.95 $478K - $753K
97K $3.61M
GS
Goldman Sachs Group Inc

Financial Services
-684
- 2.85%
$459.02 - $510.25 $314K - $349K
23.3K $11.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-119
- 0.68%
$405.19 - $478.57 $48.2K - $56.9K
17.3K $7.96M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-14.7K
- 1.43%
$59.93 - $66.52 $878K - $975K
1.01M $67.2M
VTI
Vanguard Total Stock Market Et

ETFs
-2.99K
- 1.05%
$255.18 - $283.2 $762K - $846K
281K $79.5M
NKE
Nike, Inc.

Consumer Cyclical
-877
- 0.16%
$71.09 - $89.44 $62.3K - $78.4K
553K $48.9M
IWD
Ishares Russell 1000 Val ETF

ETFs
-3.92K
- 0.64%
$173.36 - $189.8 $679K - $743K
607K $115M
AAPL
Apple Inc.

Technology
-636K
- 8.74%
$207.23 - $234.82 $132M - $149M
6.64M $1.55B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-13.1K
- 0.3%
$57.32 - $62.65 $748K - $818K
4.29M $267M
Activity Summary
Buys All Purchases 99 New Holdings 15 Increased Positions 84 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Circle Wealth Management, LLC Portfolio

Follow Circle Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Circle Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Circle Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email