Iams Wealth Management, LLC First Tr Lge Cap Growth Transaction History

Iams Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	SELL	$113.42 - $123.87 $443,358 - $484,207	-3,909 Reduced 21.96%	13,892 $1.7 Billion
Q1 2024 Apr 18, 2024	BUY	$106.19 - $123.93 $159,815 - $186,514	1,505 Added 9.24%	17,801 $2.13 Billion
Q4 2023 Feb 07, 2024	SELL	$91.56 - $110.04 $985,643 - $1.18 Million	-10,765 Reduced 39.78%	16,296 $1.79 Billion
Q3 2023 Nov 14, 2023	BUY	$95.63 - $104.25 $2.59 Million - $2.82 Million	27,061 New	27,061 $2.62 Billion
Q1 2023 Oct 30, 2023	BUY	$88.58 - $96.32 $575,592 - $625,887	6,498 Added 33.34%	25,990 $2.38 Billion
Q4 2022 Oct 27, 2023	BUY	$85.68 - $98.48 $1.67 Million - $1.92 Million	19,492 New	19,492 $1.78 Billion

215

5.75M

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