Oakwell Private Wealth Management, LLC Purchases and Sells in Q3 2025

Oakwell Private Wealth Management, LLC

  • $484 Million
  • Q3 2025

Top Buys

Incresed Positions

23 operations
Stock Shares change Price Range Shares Held Trade History
21.7K
+ 4.39%
$303.93 - $329.86 $6.6M - $7.16M
517K $170M
44.3K
+ 4.59%
$56.02 - $60.3 $2.48M - $2.67M
1.01M $60.4M
23.9K
+ 2.37%
$29.55 - $32.52 $706K - $777K
1.03M $33M
10.8K
+ 5.02%
$90.37 - $102.12 $977K - $1.1M
226K $22.5M
6.38K
+ 3.12%
$108.46 - $120.63 $692K - $770K
211K $25.1M
4.82K
+ 2.83%
$79.24 - $89.03 $382K - $429K
175K $15.6M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
336K
New
$24.23 - $24.42 $8.15M - $8.21M
336K $8.21M
16.7K
New
$50.9 - $52.37 $851K - $876K
16.7K $874K
1.62K
New
$300.7 - $455.9 $487K - $738K
1.62K $521K
985
New
$184.85 - $231.54 $182K - $228K
985 $228K
350
New
$546.36 - $631.12 $191K - $221K
350 $220K
520
New
$357.4 - $423.42 $186K - $220K
520 $210K
View all

Top Sells

Reduced Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
-75.8K
- 45.51%
$81.75 - $84.54 $6.19M - $6.41M
90.7K $7.63M
-1.22K
- 46.21%
$293.94 - $444.72 $358K - $542K
1.42K $631K
-2.11K
- 1.93%
$78.96 - $80.04 $167K - $169K
107K $8.57M
-1.85K
- 13.27%
$26.23 - $28.5 $48.5K - $52.7K
12.1K $342K
-28
- 4.55%
$625.65 - $812.69 $17.5K - $22.8K
588 $448K
-722
- 13.85%
$44.22 - $45.74 $31.9K - $33K
4.49K $204K
View all
Activity Summary
Buys All Purchases 30 New Holdings 7 Increased Positions 23 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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