Philip James Wealth Mangement, LLC Purchases and Sells in Q1 2024

Philip James Wealth Mangement, LLC

  • $141 Billion
  • Q1 2024

Top Buys

Incresed Positions

28 operations
Stock Shares change Price Range Shares Held Trade History
J P MORGAN EXCHANGE TRADED F
40.7K
+ 699.11%
N/A
46.5K $2.6B
9.75K
+ 5.65%
$53.33 - $58.06 $520K - $566K
182K $10.6B
1.81K
+ 5.01%
$232.77 - $260.14 $422K - $472K
38K $9.88B
6.65K
+ 5.03%
$82.58 - $89.9 $549K - $597K
139K $12.5B
6.55K
+ 6.82%
$56.11 - $61.66 $368K - $404K
103K $6.33B
6.13K
+ 18.87%
$75.82 - $87.22 $465K - $535K
38.6K $3.35B
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
1.18K
New
$278.58 - $300.53 $329K - $355K
1.18K $333M
LINDE PLC
699
New
N/A
699 $325M
6.54K
New
$32.13 - $40.6 $210K - $265K
6.54K $265M
2.23K
New
$91.73 - $113.45 $205K - $253K
2.23K $253M
6.26K
New
$33.85 - $38.26 $212K - $240K
6.26K $236M
855
New
$241.42 - $272.04 $206K - $233K
855 $232M
View all

Top Sells

Reduced Positions

33 operations
Stock Shares change Price Range Shares Held Trade History
-1.79K
- 55.91%
$141.82 - $157.74 $254K - $283K
1.41K $223M
-331
- 4.31%
$169.0 - $195.18 $55.9K - $64.6K
7.36K $1.26B
-4.13K
- 18.55%
$72.87 - $85.14 $301K - $352K
18.1K $1.53B
-3.97K
- 1.25%
$50.23 - $50.49 $199K - $200K
315K $15.9B
-957
- 19.05%
$92.63 - $103.08 $88.6K - $98.6K
4.07K $395M
-1.49K
- 36.57%
$82.84 - $88.09 $123K - $131K
2.58K $225M
View all
Activity Summary
Buys All Purchases 40 New Holdings 12 Increased Positions 28 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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