Horizon Family Wealth, Inc. Purchases and Sells in Q4 2024

Horizon Family Wealth, Inc.

$143 Million
Q4 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	7.91K + 311.75%	$442.29 - $483.08 $3.5M - $3.82M	10.4K $4.73M
VB	7.32K + 80.13%	$233.76 - $261.58 $1.71M - $1.92M	16.5K $3.96M
DIS	12.8K + 330.54%	$92.39 - $117.6 $1.19M - $1.51M	16.7K $1.86M
AMZN	3.84K + 444.84%	$180.88 - $232.93 $694K - $894K	4.7K $1.03M
BILS	8.85K + 10.58%	$99.0 - $99.5 $876K - $880K	92.5K $9.17M
IVW	1.72K + 1.83%	$94.43 - $105.47 $162K - $181K	95.6K $9.7M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XMHQ	22.6K New	$98.47 - $109.35 $2.22M - $2.47M	22.6K $2.22M
KR	26K New	$55.21 - $63.3 $1.44M - $1.65M	26K $1.59M
NJR	32K New	$45.17 - $51.61 $1.45M - $1.65M	32K $1.49M
JNJ	10.3K New	$143.34 - $165.86 $1.47M - $1.7M	10.3K $1.49M
XOM	10.6K New	$105.51 - $125.37 $1.12M - $1.33M	10.6K $1.14M
KRE	10.8K New	$54.6 - $68.9 $591K - $746K	10.8K $653K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJR	-22.7K - 79.69%	$113.92 - $127.38 $2.58M - $2.89M	5.78K $665K
XLK	-3.57K - 38.93%	$220.26 - $241.44 $785K - $861K	5.59K $1.3M
VOO	-724 - 18.54%	$521.84 - $558.82 $378K - $405K	3.18K $1.71M
SPYV	-1.77K - 1.89%	$51.09 - $55.27 $90.3K - $97.7K	91.7K $4.69M
SHY	-2.33K - 32.82%	$81.68 - $82.93 $191K - $193K	4.78K $391K
QDF	-2.49K - 19.83%	$70.4 - $73.87 $176K - $184K	10.1K $711K

Activity Summary All Purchases 50 New Holdings 13 Increased Positions 37 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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