Jeppson Wealth Management, LLC Purchases and Sells in Q1 2024

Jeppson Wealth Management, LLC

  • $258 Million
  • Q1 2024

Top Buys

Incresed Positions

53 operations
Stock Shares change Price Range Shares Held Trade History
6.9K
+ 16.65%
$89.29 - $122.36 $616K - $844K
48.3K $5.91M
5.72K
+ 99.74%
$44.15 - $49.19 $252K - $281K
11.4K $563K
950
+ 15.19%
$184.42 - $205.72 $175K - $195K
7.21K $1.48M
723
+ 1.89%
$36.66 - $47.02 $26.5K - $34K
39K $1.83M
19.6K
+ 195.81%
$58.61 - $175.86 $1.15M - $3.45M
29.7K $1.79M
142
+ 0.38%
$75.94 - $86.1 $10.8K - $12.2K
38K $3.27M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
5.76K
New
$61.07 - $72.21 $352K - $416K
5.76K $376K
4.84K
New
$34.88 - $65.58 $169K - $317K
4.84K $305K
10.6K
New
$23.11 - $27.11 $245K - $288K
10.6K $278K
1.52K
New
$124.77 - $170.98 $190K - $260K
1.52K $259K
1.48K
New
$124.06 - $180.12 $183K - $266K
1.48K $259K
2.02K
New
$74.79 - $124.59 $151K - $252K
2.02K $230K
View all

Top Sells

Reduced Positions

115 operations
Stock Shares change Price Range Shares Held Trade History
-744
- 0.73%
$169.0 - $195.18 $126K - $145K
101K $17.3M
-2.46K
- 11.85%
$54.84 - $67.37 $135K - $166K
18.3K $1.03M
-7.75K
- 42.1%
$14.09 - $18.65 $109K - $144K
10.7K $163K
-106
- 0.75%
$62.0 - $74.26 $6.57K - $7.87K
14K $891K
-2
- 0.01%
$41.83 - $49.55 $83.7 - $99.1
22.6K $1M
-300
- 8.4%
$278.58 - $300.53 $83.6K - $90.2K
3.27K $922K
View all
Activity Summary
Buys All Purchases 66 New Holdings 13 Increased Positions 53 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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