Mattern Wealth Management LLC Purchases and Sells in Q4 2024

Mattern Wealth Management LLC

$422 Million
Q4 2024

Top Buys

Incresed Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	9.61K + 48.12%	$159.67 - $250.0 $1.53M - $2.4M	29.6K $6.86M
DFAC	67.8K + 4.35%	$33.92 - $36.6 $2.3M - $2.48M	1.63M $56.3M
QQQ	738 + 2.53%	$481.22 - $538.17 $355K - $397K	29.9K $15.3M
CAT	3.35K + 54.64%	$360.37 - $416.88 $1.21M - $1.4M	9.48K $3.44M
HYMB	38.6K + 110.14%	$25.3 - $26.31 $978K - $1.02M	73.7K $1.89M
AMZN	32 + 0.11%	$180.88 - $232.93 $5.79K - $7.45K	28.6K $6.27M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVLV	29K New	$65.51 - $71.22 $1.9M - $2.06M	29K $1.93M
TSLA	757 New	$213.65 - $479.86 $162K - $363K	757 $305K
RSP	1.24K New	$174.22 - $187.62 $215K - $232K	1.24K $216K
NOW	200 New	$867.18 - $1148.42 $173K - $230K	200 $212K
BLACKROCK INC	1.97K New	N/A	1.97K $0
DIMENSIONAL ETF TRUST	39.6K New	N/A	39.6K $0

Top Sells

Reduced Positions

86 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-3.23K - 5.32%	$406.35 - $454.46 $1.31M - $1.47M	57.4K $24.2M
AVSC	-25K - 73.33%	$52.7 - $59.57 $1.31M - $1.49M	9.07K $493K
MRK	-8.43K - 53.46%	$96.31 - $114.76 $812K - $968K	7.34K $730K
DUHP	-21K - 36.9%	$33.62 - $35.69 $705K - $748K	35.8K $1.21M
XOM	-3.73K - 13.95%	$105.51 - $125.37 $394K - $468K	23K $2.48M
GD	-816 - 8.07%	$260.28 - $314.03 $212K - $256K	9.29K $2.45M

Activity Summary All Purchases 37 New Holdings 7 Increased Positions 30 All Sells 86 Reductions 86 Sold out 0 Calls 0 Puts 0

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