Litman Gregory Wealth Management LLC Purchases and Sells in Q1 2024

Litman Gregory Wealth Management LLC

  • $1.1 Billion
  • Q1 2024

Top Buys

Incresed Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
5.39K
+ 2.41%
$429.43 - $481.35 $2.32M - $2.6M
229K $110M
1.07K
+ 0.48%
$469.56 - $525.73 $503K - $563K
224K $118M
125K
+ 9.03%
$46.21 - $50.27 $5.75M - $6.26M
1.5M $75.4M
64.7K
+ 7.87%
$61.63 - $67.27 $3.99M - $4.35M
887K $59.6M
6.46K
+ 2.88%
$232.77 - $260.14 $1.5M - $1.68M
231K $60M
41.9K
+ 55.11%
$53.33 - $58.06 $2.24M - $2.43M
118K $6.85M
View all

New Holdings

14 operations
Stock Shares change Price Range Shares Held Trade History
857
New
$491.35 - $556.4 $421K - $477K
857 $476K
3.4K
New
$113.31 - $123.18 $385K - $419K
3.4K $418K
1.86K
New
$167.09 - $200.3 $310K - $372K
1.86K $371K
2.71K
New
$117.5 - $136.59 $319K - $370K
2.71K $366K
1.14K
New
$278.58 - $300.53 $319K - $344K
1.14K $322K
1.14K
New
$232.51 - $255.87 $266K - $292K
1.14K $285K
View all

Top Sells

Reduced Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
-907K
- 46.73%
$29.65 - $29.92 $26.9M - $27.1M
1.03M $30.8M
-167K
- 11.08%
$39.04 - $42.23 $6.5M - $7.03M
1.34M $55.9M
-25.7K
- 34.52%
$76.87 - $77.64 $1.98M - $2M
48.8K $3.77M
-27.5K
- 2.84%
$51.32 - $52.45 $1.41M - $1.44M
941K $49.1M
-6.87K
- 2.26%
$71.76 - $73.66 $493K - $506K
297K $21.5M
-16.3K
- 9.82%
$29.99 - $32.59 $489K - $532K
150K $4.83M
View all
Activity Summary
Buys All Purchases 61 New Holdings 14 Increased Positions 47 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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