Litman Gregory Wealth Management LLC Purchases and Sells in Q1 2025

Litman Gregory Wealth Management LLC

  • $1.16 Billion
  • Q1 2025

Top Buys

Incresed Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
34.4K
+ 1117.36%
$251.87 - $277.95 $8.67M - $9.57M
37.5K $9.7M
172K
+ 24.41%
$29.82 - $30.1 $5.12M - $5.16M
874K $26.3M
20.4K
+ 192.25%
$161.13 - $209.29 $3.29M - $4.28M
31.1K $5.14M
44.1K
+ 12.58%
$60.46 - $64.42 $2.67M - $2.84M
395K $24.4M
2.74K
+ 26.81%
$478.26 - $543.77 $1.31M - $1.49M
12.9K $6.58M
3.12K
+ 223.96%
$468.34 - $539.52 $1.46M - $1.68M
4.52K $2.12M
View all

New Holdings

9 operations
Stock Shares change Price Range Shares Held Trade History
871K
New
$57.21 - $65.8 $49.8M - $57.3M
871K $50.8M
124K
New
$38.41 - $44.06 $4.76M - $5.46M
124K $4.84M
5.94K
New
$594.17 - $789.56 $3.53M - $4.69M
5.94K $3.73M
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
11.6K
New
$50.4 - $50.89 $585K - $591K
11.6K $590K
3.65K
New
$86.87 - $103.67 $317K - $378K
3.65K $366K
View all

Top Sells

Reduced Positions

55 operations
Stock Shares change Price Range Shares Held Trade History
-82.9K
- 36.63%
$102.49 - $119.96 $8.49M - $9.94M
143K $15M
-305K
- 20.52%
$24.88 - $26.85 $7.58M - $8.18M
1.18M $29.8M
-3.03K
- 1.33%
$554.06 - $615.85 $1.68M - $1.87M
225K $126M
-26.2K
- 23.58%
$198.1 - $229.79 $5.2M - $6.03M
85K $17M
-2.01K
- 0.77%
$507.05 - $563.67 $1.02M - $1.14M
261K $134M
-9.06K
- 4.07%
$271.18 - $303.12 $2.46M - $2.75M
213K $58.7M
View all
Activity Summary
Buys All Purchases 41 New Holdings 9 Increased Positions 32 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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