Fulcrum Capital LLC Purchases and Sells in Q4 2024

Fulcrum Capital LLC

$470 Million
Q4 2024

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	49.4K + 44.67%	$221.69 - $259.02 $11M - $12.8M	160K $40.1M
AMZN	1.06K + 1.05%	$180.88 - $232.93 $191K - $246K	101K $22.2M
GOOGL	348 + 0.33%	$161.86 - $196.66 $56.3K - $68.4K	107K $20.3M
FTNT	815 + 0.65%	$76.49 - $99.21 $62.3K - $80.9K	126K $11.9M
EW	4.11K + 3.48%	$64.54 - $75.92 $265K - $312K	122K $9.03M
VO	3.83K + 2.17%	$261.5 - $284.63 $1M - $1.09M	180K $47.6M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BCC	9.19K New	$118.79 - $152.5 $1.09M - $1.4M	9.19K $1.09M
XOM	4.2K New	$105.51 - $125.37 $443K - $527K	4.2K $452K
SPG	2.25K New	$167.23 - $183.84 $376K - $413K	2.25K $386K
GS	500 New	$486.1 - $608.57 $243K - $304K	500 $286K
IWF	597 New	$370.24 - $418.94 $221K - $250K	597 $239K
WCC	1.3K New	$164.11 - $213.19 $213K - $277K	1.3K $235K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DHI	-1.01K - 2.3%	$137.24 - $194.56 $138K - $196K	42.6K $5.96M
TT	-708 - 1.66%	$369.35 - $419.14 $261K - $297K	41.9K $15.5M
AMGN	-44 - 0.44%	$258.78 - $328.31 $11.4K - $14.4K	9.95K $2.59M
IVV	-1.3K - 8.28%	$570.51 - $610.59 $739K - $791K	14.4K $8.46M
WSM	-1.92K - 51.61%	$129.13 - $198.21 $248K - $381K	1.8K $333K
AES	-52 - 0.17%	$12.44 - $20.24 $647 - $1.05K	31K $399K

Activity Summary All Purchases 49 New Holdings 7 Increased Positions 42 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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