Concentrum Wealth Management Purchases and Sells in Q1 2025

Concentrum Wealth Management

$270 Billion
Q1 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	1.2K + 10.69%	$442.66 - $534.52 $533K - $644K	12.5K $6.64B
SDVY	37.2K + 299.01%	$32.49 - $37.99 $1.21M - $1.41M	49.6K $1.66B
IJR	10.4K + 65.86%	$102.49 - $119.96 $1.07M - $1.25M	26.2K $2.74B
AIRR	12.7K + 210.74%	$67.24 - $84.27 $857K - $1.07M	18.8K $1.28B
FTCS	6.78K + 7.22%	$86.39 - $91.35 $585K - $619K	101K $9.02B
FVD	13.4K + 7.71%	$42.61 - $45.51 $570K - $609K	187K $8.33B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
UNH	751 New	$461.52 - $548.18 $347K - $412K	751 $393M
AZO	78 New	$3193.96 - $3828.11 $249K - $299K	78 $297M
INTC	12.5K New	$19.1 - $27.39 $239K - $343K	12.5K $284M
AMGN	753 New	$258.59 - $327.36 $195K - $247K	753 $235M
ENERGOUS CORP COM NEW	10.6K New	N/A	10.6K $2.9M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-3.73K - 2.99%	$209.68 - $247.1 $781K - $920K	121K $26.9B
TSLA	-29 - 0.14%	$222.15 - $428.22 $6.44K - $12.4K	20.7K $5.36B
SOXX	-5.06K - 24.1%	$188.17 - $235.81 $953K - $1.19M	15.9K $3B
META	-41 - 0.03%	$576.36 - $736.67 $23.6K - $30.2K	123K $71.1B
DFAT	-11K - 14.98%	$50.44 - $58.1 $554K - $638K	62.3K $3.21B
NXTG	-9.85K - 38.96%	$83.91 - $90.87 $826K - $895K	15.4K $1.31B

Activity Summary All Purchases 47 New Holdings 5 Increased Positions 42 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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