Fortem Financial Group, LLC Purchases and Sells in Q1 2025

Fortem Financial Group, LLC

$249 Million
Q1 2025

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	9.91K + 13.14%	$64.98 - $124.62 $644K - $1.23M	85.3K $7.2M
PAVE	38.4K + 113.62%	$37.31 - $43.82 $1.43M - $1.68M	72.1K $2.72M
AMLP	6.43K + 2.74%	$48.65 - $53.06 $313K - $341K	241K $12.5M
PM	1.32K + 10.01%	$117.15 - $158.79 $154K - $209K	14.5K $2.3M
KLAC	550 + 9.42%	$636.62 - $777.63 $350K - $428K	6.39K $4.34M
NFLX	589 + 131.77%	$828.4 - $1058.6 $488K - $624K	1.04K $966K

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRLN	116K New	$41.02 - $41.99 $4.77M - $4.88M	116K $4.78M
VNLA	57.3K New	$48.89 - $49.21 $2.8M - $2.82M	57.3K $2.82M
QCOM	3.83K New	$151.94 - $175.86 $581K - $673K	3.83K $587K
CAH	4.08K New	$118.02 - $137.77 $482K - $563K	4.08K $562K
APH	8.46K New	$61.62 - $78.55 $521K - $664K	8.46K $554K
DFS	2.7K New	$152.99 - $203.25 $412K - $548K	2.7K $460K

Top Sells

Reduced Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	-27.7K - 31.06%	$81.83 - $82.73 $2.26M - $2.29M	61.4K $5.08M
AAPL	-566 - 2.03%	$209.68 - $247.1 $119K - $140K	27.3K $6.06M
OMC	-9.65K - 30.22%	$79.43 - $88.34 $767K - $853K	22.3K $1.85M
PYPL	-2.26K - 6.79%	$65.15 - $91.81 $147K - $208K	31K $2.03M
XLU	-9.51K - 38.05%	$74.7 - $80.27 $710K - $763K	15.5K $1.22M
GM	-8.92K - 32.66%	$45.22 - $54.92 $403K - $490K	18.4K $865K

Activity Summary All Purchases 92 New Holdings 20 Increased Positions 72 All Sells 81 Reductions 81 Sold out 0 Calls 0 Puts 0

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