O'Rourke & Company, Inc Purchases and Sells in Q4 2024

O'Rourke & Company, Inc

$198 Million
Q4 2024

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPIE	48K + 67.28%	$45.59 - $46.25 $2.19M - $2.22M	119K $5.44M
VPU	3.09K + 41.76%	$160.52 - $179.11 $496K - $553K	10.5K $1.71M
VDE	2.54K + 18.42%	$116.67 - $136.78 $296K - $347K	16.3K $1.98M
VFH	803 + 4.04%	$108.87 - $126.2 $87.4K - $101K	20.7K $2.44M
VTI	459 + 3.4%	$280.04 - $302.45 $129K - $139K	14K $4.05M
GLD	901 + 32.63%	$236.59 - $257.5 $213K - $232K	3.66K $886K

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSEW	5.37K New	$76.72 - $82.83 $412K - $445K	5.37K $414K
DLR	1.91K New	$156.46 - $195.69 $299K - $375K	1.91K $339K
CRM	623 New	$270.87 - $367.87 $169K - $229K	623 $208K
MTB	1.07K New	$172.48 - $221.95 $185K - $237K	1.07K $201K
BLACKROCK INC	499 New	N/A	499 $0
INVESCO ACTIVELY MANAGED EXC	12K New	N/A	12K $0

Top Sells

Reduced Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-916 - 6.43%	$406.35 - $454.46 $372K - $416K	13.3K $5.61M
SPLV	-2.76K - 2.0%	$69.58 - $74.87 $192K - $206K	135K $9.47M
VHT	-214 - 2.08%	$250.81 - $283.3 $53.7K - $60.6K	10.1K $2.55M
BRK-B	-605 - 10.85%	$442.29 - $483.08 $268K - $292K	4.97K $2.25M
VCIT	-1.51K - 2.8%	$80.13 - $83.77 $121K - $127K	52.4K $4.2M
KO	-808 - 4.31%	$61.74 - $71.71 $49.9K - $57.9K	17.9K $1.12M

Activity Summary All Purchases 74 New Holdings 7 Increased Positions 67 All Sells 64 Reductions 64 Sold out 0 Calls 0 Puts 0

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