Oak Harbor Wealth Partners, LLC Purchases and Sells in Q2 2025

Oak Harbor Wealth Partners, LLC

  • $361 Million
  • Q2 2025

Top Buys

Incresed Positions

97 operations
Stock Shares change Price Range Shares Held Trade History
885
+ 1.61%
$456.74 - $568.03 $404K - $503K
55.8K $31.7M
9.66K
+ 43.72%
$152.93 - $181.74 $1.48M - $1.76M
31.8K $5.77M
43
+ 0.32%
$354.56 - $497.45 $15.2K - $21.4K
13.5K $6.72M
520
+ 4.62%
$146.29 - $275.65 $76.1K - $143K
11.8K $3.24M
518
+ 4.12%
$416.06 - $551.64 $216K - $286K
13.1K $7.22M
1.85K
+ 1.61%
$67.83 - $84.09 $125K - $156K
117K $9.74M
View all

New Holdings

23 operations
Stock Shares change Price Range Shares Held Trade History
15.4K
New
$39.07 - $52.59 $603K - $812K
15.4K $812K
30.2K
New
$18.7 - $21.69 $564K - $654K
30.2K $633K
364
New
$855.86 - $1339.13 $312K - $487K
364 $487K
1.62K
New
$166.81 - $257.39 $271K - $418K
1.62K $417K
1.7K
New
$193.73 - $237.37 $330K - $404K
1.7K $403K
1.23K
New
$170.96 - $322.76 $211K - $398K
1.23K $397K
View all

Top Sells

Reduced Positions

56 operations
Stock Shares change Price Range Shares Held Trade History
-498
- 0.87%
$172.42 - $223.89 $85.9K - $111K
57K $11.7M
-18.7K
- 71.23%
$32.84 - $36.72 $613K - $685K
7.54K $269K
-5.69K
- 27.86%
$73.47 - $87.12 $418K - $496K
14.7K $1.17M
-1.57K
- 5.53%
$146.36 - $159.82 $229K - $250K
26.7K $4.08M
-2.43K
- 39.18%
$208.27 - $238.46 $505K - $579K
3.77K $866K
-800
- 2.38%
$253.22 - $299.78 $203K - $240K
32.8K $8.42M
View all
Activity Summary
Buys All Purchases 120 New Holdings 23 Increased Positions 97 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, 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 Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email