Precision Wealth Strategies, LLC Sells in Q4 2024

Precision Wealth Strategies, LLC

  • $97.2 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
POWL
Powell Industries Inc

Industrials
-1.27K
- 47.57%
$221.65 - $352.37 $282K - $448K
1.4K $310K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
-3.06K
- 19.17%
$63.15 - $75.4 $193K - $231K
12.9K $828K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.04K
- 4.69%
$100.22 - $100.73 $204K - $205K
41.4K $4.15M
DVA
Davita Inc.

Healthcare
-561
- 18.78%
$139.81 - $167.96 $78.4K - $94.2K
2.43K $362K
CSL
Carlisle Companies Inc

Industrials
-68
- 6.75%
$368.67 - $480.91 $25.1K - $32.7K
940 $346K
SPOT
Spotify Technology S.A.

Communication Services
-487
- 34.03%
$362.95 - $502.38 $177K - $245K
944 $422K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-432
- 23.14%
$242.7 - $295.49 $105K - $128K
1.44K $409K
PGR
Progressive Corp

Financial Services
-132
- 7.67%
$239.6 - $268.88 $31.6K - $35.5K
1.59K $380K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.03K
- 21.78%
$97.09 - $120.01 $100K - $124K
3.7K $399K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-923
- 29.9%
$173.13 - $258.09 $160K - $238K
2.16K $499K
RGA
Reinsurance Group Of America Inc

Financial Services
-133
- 6.79%
$201.26 - $231.95 $26.8K - $30.8K
1.83K $390K
OC
Owens Corning

Industrials
-137
- 5.78%
$169.41 - $210.81 $23.2K - $28.9K
2.23K $380K
IP
International Paper CO

Consumer Cyclical
-1.42K
- 17.5%
$46.64 - $59.57 $66.3K - $84.6K
6.7K $360K
PPC
Pilgrims Pride Corp

Consumer Defensive
-572
- 5.51%
$43.57 - $53.82 $24.9K - $30.8K
9.81K $445K
IESC
Ies Holdings, Inc.

Industrials
-90
- 4.4%
$196.89 - $309.86 $17.7K - $27.9K
1.96K $392K
Bitwise Bitcoin ETF Tr
-86
- 1.12%
N/A
7.59K $0
Grayscale Ethereum Trust ETF
-269
- 1.49%
N/A
17.8K $0
PWR
Quanta Services, Inc.

Industrials
-17
- 1.1%
$296.05 - $346.6 $5.03K - $5.89K
1.53K $483K
AAON
Aaon, Inc.

Industrials
-523
- 6.0%
$106.25 - $140.75 $55.6K - $73.6K
8.2K $964K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-310
- 1.6%
$16.99 - $27.42 $5.27K - $8.5K
19.1K $434K
RVLV
Revolve Group, Inc.

Consumer Cyclical
-114
- 0.89%
$23.44 - $38.8 $2.67K - $4.42K
12.6K $422K
OZ
Belpointe Prep, LLC

Real Estate
-695
- 0.29%
$63.55 - $80.07 $44.2K - $55.6K
236K $18.2M
Activity Summary
Buys All Purchases 80 New Holdings 30 Increased Positions 50 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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