Jeppson Wealth Management, LLC Purchases and Sells in Q1 2025

Jeppson Wealth Management, LLC

  • $273 Million
  • Q1 2025

Top Buys

Incresed Positions

62 operations
Stock Shares change Price Range Shares Held Trade History
621
+ 1.13%
$105.44 - $118.93 $65.5K - $73.9K
55.5K $6.61M
10.4K
+ 51.57%
$58.19 - $64.29 $603K - $666K
30.5K $1.83M
3.21K
+ 3.8%
$37.81 - $46.49 $121K - $149K
87.8K $3.98M
4.05K
+ 2.4%
$48.43 - $49.9 $196K - $202K
172K $8.6M
613
+ 4.27%
$142.06 - $167.7 $87.1K - $103K
15K $2.48M
128
+ 1.3%
$169.2 - $216.66 $21.7K - $27.7K
9.95K $2.08M
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
1.5K
New
$183.02 - $207.75 $274K - $311K
1.5K $279K
2.2K
New
$79.66 - $108.41 $175K - $239K
2.2K $238K
1.54K
New
$121.01 - $149.31 $186K - $230K
1.54K $227K
6.86K
New
$28.0 - $34.16 $192K - $234K
6.86K $226K
5.82K
New
$33.15 - $38.55 $193K - $224K
5.82K $217K
1.18K
New
$161.05 - $222.93 $189K - $262K
1.18K $215K
View all

Top Sells

Reduced Positions

98 operations
Stock Shares change Price Range Shares Held Trade History
-480
- 0.48%
$209.68 - $247.1 $101K - $119K
98.8K $21.9M
-127
- 0.43%
$190.26 - $242.06 $24.2K - $30.7K
29.4K $5.6M
-282
- 1.02%
$139.81 - $186.47 $39.4K - $52.6K
27.4K $3.83M
-12.3K
- 34.64%
$48.18 - $52.11 $591K - $640K
23.2K $1.12M
-788
- 20.21%
$369.1 - $427.61 $291K - $337K
3.11K $1.15M
-97
- 1.05%
$154.33 - $206.19 $15K - $20K
9.18K $1.42M
View all
Activity Summary
Buys All Purchases 77 New Holdings 15 Increased Positions 62 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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