Jeppson Wealth Management, LLC Purchases and Sells in Q3 2024

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024

Top Buys

Incresed Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
3.43K
+ 10.57%
$51.32 - $62.11 $176K - $213K
35.9K $2.23M
65
+ 0.11%
$44.74 - $53.22 $2.91K - $3.46K
59.9K $3.19M
27
+ 0.66%
$453.41 - $572.44 $12.2K - $15.5K
4.11K $2.35M
381
+ 5.36%
$215.56 - $246.98 $82.1K - $94.1K
7.49K $1.82M
105
+ 0.62%
$99.35 - $117.71 $10.4K - $12.4K
17K $1.96M
480
+ 2.22%
$54.63 - $63.96 $26.2K - $30.7K
22.1K $1.38M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
5.99K
New
$37.87 - $48.65 $227K - $291K
5.99K $234K
900
New
$213.75 - $259.69 $192K - $234K
900 $223K
2.49K
New
$71.09 - $89.44 $177K - $223K
2.49K $220K
4.04K
New
$41.65 - $55.85 $168K - $226K
4.04K $216K
2K
New
$95.81 - $109.03 $192K - $218K
2K $215K
976
New
$176.32 - $215.7 $172K - $211K
976 $210K
View all

Top Sells

Reduced Positions

94 operations
Stock Shares change Price Range Shares Held Trade History
-35
- 0.23%
$156.12 - $209.64 $5.46K - $7.34K
15.5K $2.63M
-6.63K
- 27.9%
$18.9 - $34.87 $125K - $231K
17.1K $402K
-34
- 0.18%
$149.54 - $192.66 $5.08K - $6.55K
19.1K $3.2M
-129
- 0.92%
$395.15 - $467.56 $51K - $60.3K
13.9K $6M
-54
- 0.23%
$111.15 - $128.97 $6K - $6.96K
23.7K $2.69M
-461
- 7.91%
$152.04 - $190.6 $70.1K - $87.9K
5.37K $816K
View all
Activity Summary
Buys All Purchases 55 New Holdings 10 Increased Positions 45 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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