Kapstone Financial Advisors LLC Purchases and Sells in Q1 2025

Kapstone Financial Advisors LLC

23 operations

Stock	Shares change	Price Range	Shares Held
FITB	9K + 148.32%	$37.48 - $44.96 $337K - $405K	15.1K $591M
PG	720 + 2.29%	$158.56 - $176.26 $114K - $127K	32.1K $5.48B
F	25.3K + 104.0%	$9.12 - $10.43 $231K - $264K	49.6K $497M
PLTR	411 + 1.12%	$64.98 - $124.62 $26.7K - $51.2K	37.3K $3.14B
JEPQ	4.4K + 110.66%	$51.45 - $58.51 $226K - $257K	8.38K $434M
MO	998 + 7.51%	$50.81 - $60.02 $50.7K - $59.9K	14.3K $857M

4 operations

Stock	Shares change	Price Range	Shares Held
AEM	12K New	$79.66 - $108.41 $956K - $1.3M	12K $1.3B
ED	2.11K New	$88.0 - $110.59 $186K - $233K	2.11K $233M
GILD	1.89K New	$89.14 - $117.41 $169K - $222K	1.89K $212M
IEFA	2.72K New	$69.57 - $78.65 $189K - $214K	2.72K $206M

28 operations

Stock	Shares change	Price Range	Shares Held
MSTR	-1.75K - 2.49%	$239.27 - $396.5 $419K - $695K	68.7K $19.8B
AAPL	-3.16K - 3.5%	$209.68 - $247.1 $662K - $780K	87K $19.3B
META	-12 - 0.13%	$576.36 - $736.67 $6.92K - $8.84K	9.11K $5.25B
GOOGL	-2 - 0.01%	$154.33 - $206.19 $309 - $412	16.9K $2.62B
IWF	-6 - 0.08%	$360.07 - $417.26 $2.16K - $2.5K	7.41K $2.68B
JPM	-97 - 1.03%	$225.19 - $279.95 $21.8K - $27.2K	9.33K $2.29B

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