Oakwell Private Wealth Management, LLC Purchases and Sells in Q1 2025

Oakwell Private Wealth Management, LLC

  • $362 Million
  • Q1 2025

Top Buys

Incresed Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
35.3K
+ 4.18%
$47.4 - $52.99 $1.67M - $1.87M
881K $44.8M
8.04K
+ 5.49%
$63.74 - $71.96 $512K - $578K
154K $10.8M
10.4K
+ 7.35%
$79.17 - $82.04 $827K - $857K
153K $12.5M
22.4K
+ 7.56%
$24.05 - $24.86 $538K - $556K
318K $7.92M
3.38K
+ 100.57%
$190.26 - $242.06 $643K - $818K
6.74K $1.28M
5.47K
+ 5.82%
$77.7 - $78.94 $425K - $432K
99.5K $7.85M
View all

New Holdings

15 operations
Stock Shares change Price Range Shares Held Trade History
143K
New
$49.69 - $50.76 $7.12M - $7.27M
143K $7.16M
10K
New
$162.26 - $316.26 $1.63M - $3.17M
10K $1.66M
1.37K
New
$478.26 - $543.77 $657K - $747K
1.37K $697K
4.97K
New
$139.81 - $186.47 $695K - $927K
4.97K $694K
1.57K
New
$347.25 - $424.87 $545K - $667K
1.57K $575K
3.95K
New
$105.44 - $118.93 $416K - $470K
3.95K $469K
View all

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-9.53K
- 7.52%
$120.29 - $134.6 $1.15M - $1.28M
117K $14.3M
-261
- 2.65%
$468.34 - $539.52 $122K - $141K
9.59K $4.5M
-3.5K
- 1.05%
$21.75 - $24.28 $76.1K - $84.9K
329K $7.27M
-767
- 8.03%
$198.1 - $229.79 $152K - $176K
8.79K $1.75M
-6.61K
- 19.16%
$32.42 - $36.13 $214K - $239K
27.9K $920K
-2.04K
- 7.53%
$67.03 - $74.61 $137K - $152K
25.1K $1.71M
View all
Activity Summary
Buys All Purchases 41 New Holdings 15 Increased Positions 26 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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