Lwm Advisory Services, LLC Purchases and Sells in Q4 2024

Lwm Advisory Services, LLC

$139 Million
Q4 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	116K + 542.15%	$50.76 - $55.23 $5.88M - $6.39M	137K $7.13M
SPMO	5.68K + 19.34%	$89.97 - $98.59 $511K - $560K	35K $3.33M
COWZ	14.9K + 10.78%	$56.06 - $61.35 $835K - $914K	153K $8.65M
XLG	6.86K + 11.94%	$46.94 - $51.62 $322K - $354K	64.3K $3.21M
IOO	1.98K + 8.26%	$97.46 - $103.45 $193K - $205K	25.9K $2.61M
SGOV	1.81K + 48.38%	$100.16 - $100.7 $181K - $182K	5.56K $557K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	31.9K New	$50.23 - $50.46 $1.6M - $1.61M	31.9K $1.6M
YPF	11.6K New	$21.67 - $44.88 $251K - $520K	11.6K $492K
PAM	4.74K New	$59.98 - $91.79 $284K - $435K	4.74K $416K
MUB	3.43K New	$105.78 - $108.7 $362K - $372K	3.43K $364K
CRM	798 New	$270.87 - $367.87 $216K - $294K	798 $266K
QCOM	1.36K New	$150.4 - $178.04 $205K - $243K	1.36K $209K

Top Sells

Reduced Positions

43 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-888 - 8.53%	$406.35 - $454.46 $361K - $404K	9.52K $4.01M
XMHQ	-3.51K - 14.33%	$98.47 - $109.35 $346K - $384K	21K $2.07M
TMO	-312 - 29.6%	$501.29 - $612.85 $156K - $191K	742 $386K
NEE	-184 - 1.19%	$69.77 - $85.43 $12.8K - $15.7K	15.3K $1.1M
SPY	-1.09K - 3.01%	$567.81 - $607.81 $619K - $663K	35.2K $20.6M
PAVE	-993 - 0.56%	$40.41 - $45.95 $40.1K - $45.6K	177K $7.17M

Activity Summary All Purchases 30 New Holdings 8 Increased Positions 22 All Sells 43 Reductions 43 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.