Opes Wealth Management LLC Purchases and Sells in Q4 2024

Opes Wealth Management LLC

$486 Million
Q4 2024

Top Buys

Incresed Positions

89 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GILD	120 + 0.08%	$83.95 - $97.9 $10.1K - $11.7K	157K $14.5M
MSFT	2.85K + 33.24%	$406.35 - $454.46 $1.16M - $1.3M	11.4K $4.82M
AMZN	3.73K + 75.82%	$180.88 - $232.93 $675K - $869K	8.65K $1.9M
CMF	19.9K + 6.12%	$56.66 - $58.1 $1.13M - $1.15M	345K $19.7M
GOOGL	3.43K + 46.05%	$161.86 - $196.66 $555K - $675K	10.9K $2.06M
SCHG	271K + 302.21%	$25.93 - $105.3 $7.03M - $28.5M	361K $10.1M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	3.16K New	$176.42 - $186.91 $557K - $590K	3.16K $562K
MGC	1.52K New	$204.21 - $220.18 $310K - $334K	1.52K $323K
HEFA	7.45K New	$34.42 - $35.88 $256K - $267K	7.45K $258K
JPM	1.06K New	$205.18 - $250.29 $217K - $264K	1.06K $253K
IWV	640 New	$323.08 - $349.08 $207K - $223K	640 $213K
ACN	584 New	$343.9 - $376.86 $201K - $220K	584 $205K

Top Sells

Reduced Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-182K - 29.07%	$221.69 - $259.02 $40.3M - $47.1M	444K $111M
CAT	-25 - 0.5%	$360.37 - $416.88 $9.01K - $10.4K	4.96K $1.8M
ONTF	-24.7K - 43.14%	$5.9 - $6.98 $145K - $172K	32.5K $209K
AMAT	-108 - 4.15%	$161.44 - $213.89 $17.4K - $23.1K	2.5K $406K
ESGE	-535 - 1.75%	$33.39 - $37.66 $17.9K - $20.1K	30.1K $1M
NUMV	-1.13K - 3.6%	$34.46 - $38.29 $38.8K - $43.1K	30.1K $1.05M

Activity Summary All Purchases 95 New Holdings 6 Increased Positions 89 All Sells 28 Reductions 28 Sold out 0 Calls 0 Puts 0

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