Mokan Wealth Management Inc. Purchases and Sells in Q1 2025

Mokan Wealth Management Inc.

$166 Billion
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COP	8.74K + 19.94%	$88.6 - $105.85 $774K - $925K	52.6K $5.52B
TROW	13.5K + 266.64%	$91.57 - $116.93 $1.24M - $1.58M	18.6K $1.71B
BRK-B	64 + 0.48%	$442.66 - $534.52 $28.3K - $34.2K	13.5K $7.2B
VGSH	10.3K + 5.58%	$58.07 - $58.69 $596K - $603K	194K $11.4B
BIL	6.66K + 5.73%	$91.45 - $91.75 $609K - $611K	123K $11.3B
PG	3.53K + 35.48%	$158.56 - $176.26 $559K - $622K	13.5K $2.3B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QCOM	8.26K New	$151.94 - $175.86 $1.26M - $1.45M	8.26K $1.27B
ZTS	7.2K New	$156.48 - $175.67 $1.13M - $1.26M	7.2K $1.18B
CRH.L	8K New	N/A	8K $704M
USB	13.2K New	$40.92 - $50.9 $542K - $674K	13.2K $559M
TMUS	2.01K New	$211.3 - $272.83 $425K - $549K	2.01K $536M
META	370 New	$576.36 - $736.67 $213K - $273K	370 $214M

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LMT	-2.07K - 56.9%	$423.19 - $506.29 $878K - $1.05M	1.57K $703M
MDLZ	-17.9K - 63.9%	$56.12 - $68.15 $1M - $1.22M	10.1K $684M
NEE	-1.02K - 17.8%	$66.96 - $76.16 $68.5K - $77.9K	4.73K $335M
HRB	-850 - 12.13%	$49.96 - $55.97 $42.5K - $47.6K	6.16K $338M
CSCO	-464 - 4.32%	$58.74 - $64.87 $27.3K - $30.1K	10.3K $634M
FOXA	-1.26K - 10.73%	$47.9 - $58.0 $60.3K - $73K	10.5K $593M

Activity Summary All Purchases 56 New Holdings 7 Increased Positions 49 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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