Fairhaven Wealth Management, LLC Purchases and Sells in Q4 2024

Fairhaven Wealth Management, LLC

  • $319 Million
  • Q4 2024

Top Buys

Incresed Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
244
+ 0.31%
$221.69 - $259.02 $54.1K - $63.2K
79.2K $19.8M
5
+ 0.0%
$570.51 - $610.59 $2.85K - $3.05K
104K $61M
58
+ 0.28%
$273.87 - $320.91 $15.9K - $18.6K
20.7K $6.54M
6
+ 0.02%
$205.18 - $250.29 $1.23K - $1.5K
29.2K $7M
102
+ 1.52%
$159.67 - $250.0 $16.3K - $25.5K
6.81K $1.58M
27
+ 0.29%
$491.3 - $536.15 $13.3K - $14.5K
9.26K $4.87M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
4.54K
New
$338.75 - $399.71 $1.54M - $1.82M
4.54K $1.54M
6.33K
New
$33.92 - $36.6 $215K - $231K
6.33K $218K
1.13K
New
$164.99 - $203.87 $187K - $231K
1.13K $200K
BLACKROCK INC
218
New
N/A
218 $0
DIMENSIONAL ETF TRUST
5.35K
New
N/A
5.35K $0

Top Sells

Reduced Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
-448
- 0.35%
$60.13 - $67.31 $26.9K - $30.2K
126K $7.67M
-2
- 0.01%
$190.97 - $236.63 $382 - $473
14.4K $2.83M
-1.02K
- 3.39%
$96.31 - $114.76 $98.1K - $117K
29K $2.89M
-334
- 1.55%
$151.29 - $176.1 $50.5K - $58.8K
21.2K $3.23M
-784
- 1.79%
$165.41 - $192.43 $130K - $151K
43.1K $7.18M
-528
- 0.4%
$113.92 - $127.38 $60.1K - $67.3K
130K $15M
View all
Activity Summary
Buys All Purchases 53 New Holdings 5 Increased Positions 48 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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