Morgan Rosel Wealth Management, LLC Purchases and Sells in Q2 2025

Morgan Rosel Wealth Management, LLC

  • $348 Million
  • Q2 2025

Top Buys

Incresed Positions

73 operations
Stock Shares change Price Range Shares Held Trade History
10.4K
+ 4.56%
$243.75 - $303.93 $2.53M - $3.16M
238K $72.4M
68.8K
+ 1531.34%
$81.66 - $93.76 $5.62M - $6.46M
73.3K $6.88M
84.9K
+ 655.46%
$55.57 - $62.73 $4.72M - $5.33M
97.9K $6.04M
6.41K
+ 0.52%
$17.76 - $22.1 $114K - $142K
1.23M $27.3M
36.3K
+ 23.05%
$32.25 - $40.02 $1.17M - $1.45M
194K $7.76M
4.46K
+ 16511.11%
$236.44 - $328.0 $1.05M - $1.46M
4.49K $1.47M
View all

New Holdings

29 operations
Stock Shares change Price Range Shares Held Trade History
40.6K
New
$22.5 - $30.55 $913K - $1.24M
40.6K $1.18M
9.21K
New
$97.32 - $136.25 $897K - $1.26M
9.21K $1.17M
15.1K
New
$60.47 - $79.12 $911K - $1.19M
15.1K $1.16M
4.7K
New
$65.65 - $72.39 $309K - $340K
4.7K $320K
2.4K
New
$94.15 - $133.33 $226K - $320K
2.4K $319K
475
New
$112.33 - $186.13 $53.4K - $88.4K
475 $88K
View all

Top Sells

Reduced Positions

51 operations
Stock Shares change Price Range Shares Held Trade History
-54.4K
- 98.03%
$97.51 - $118.42 $5.31M - $6.45M
1.09K $129K
-28.5K
- 88.37%
$162.76 - $195.77 $4.64M - $5.58M
3.75K $732K
-13.6K
- 59.07%
$41.06 - $56.09 $559K - $763K
9.43K $515K
-3.76K
- 21.71%
$416.06 - $551.64 $1.56M - $2.07M
13.6K $7.48M
-7.92K
- 52.17%
$70.35 - $89.5 $557K - $709K
7.26K $644K
-7.4K
- 47.54%
$79.41 - $103.84 $588K - $769K
8.17K $841K
View all

Sold Out

1 operations
Stock Shares change Price Range Shares Held Trade History
-133
Closed
$55.13 - $75.25 $7.33K - $10K
0 $0

Options

Calls

3 operations
Stock Shares change Price Range Shares Held Trade History
1K
New
$231.64 - $323.08 $232K - $323K
1K $308K
1K
New
$107.26 - $155.96 $107K - $156K
1K $149K
1K
New
N/A
1K $125K
Activity Summary
Buys All Purchases 102 New Holdings 29 Increased Positions 73 Sells All Sells 52 Reductions 51 Sold out 1 Options Calls 3 Puts 0
Track This Portfolio

Track Morgan Rosel Wealth Management, LLC Portfolio

Follow Morgan Rosel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Rosel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Rosel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email