Code Waechter LLC Purchases and Sells in Q4 2024

Code Waechter LLC

$114 Million
Q4 2024

Top Buys

Incresed Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHG	268K + 296.41%	$25.93 - $105.3 $6.96M - $28.3M	359K $10M
AAPL	104 + 1.26%	$221.69 - $259.02 $23.1K - $26.9K	8.38K $2.1M
UGI	181 + 0.39%	$23.24 - $30.37 $4.21K - $5.5K	46.9K $1.32M
META	220 + 25.79%	$554.08 - $632.68 $122K - $139K	1.07K $632K
GOOGL	211 + 6.06%	$161.86 - $196.66 $34.2K - $41.5K	3.69K $698K
TRP	2.73K + 8.64%	$44.03 - $50.23 $120K - $137K	34.3K $1.59M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	152K New	$35.16 - $37.12 $5.34M - $5.64M	152K $5.36M
IJT	31.9K New	$134.53 - $150.65 $4.29M - $4.8M	31.9K $4.31M
USAI	45.2K New	$35.42 - $41.87 $1.6M - $1.89M	45.2K $1.8M
BSCT	14K New	$18.28 - $18.87 $256K - $264K	14K $256K
RTX	2.14K New	$114.45 - $127.21 $245K - $272K	2.14K $247K
GE	1.35K New	$159.95 - $194.23 $217K - $263K	1.35K $225K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-134 - 31.75%	$727.2 - $932.06 $97.4K - $125K	288 $222K
HD	-310 - 24.53%	$385.02 - $431.37 $119K - $134K	954 $371K
JNJ	-421 - 9.34%	$143.34 - $165.86 $60.3K - $69.8K	4.09K $590K
IJH	-2.09K - 20.05%	$61.68 - $67.87 $129K - $142K	8.32K $518K
UNH	-26 - 2.03%	$485.52 - $625.25 $12.6K - $16.3K	1.25K $633K
IJR	-784 - 30.6%	$113.92 - $127.38 $89.3K - $99.9K	1.78K $204K

Activity Summary All Purchases 49 New Holdings 10 Increased Positions 39 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

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

News

Stay updated on Code Waechter LLC with notifications on news.