Private Wealth Management Group, LLC Sells in Q1 2025

Private Wealth Management Group, LLC

  • $271 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IQV
Iqvia Holdings Inc.

Healthcare
-11
- 78.57%
$176.3 - $209.96 $1.94K - $2.31K
3 $529K
GME
Game Stop Corp.

Consumer Cyclical
-43
- 30.94%
$21.73 - $33.37 $934 - $1.43K
96 $2.14M
CRDA
Crawford & CO Class A

ETFs
-189
- 66.08%
N/A
97 $1.11M
SEB
Seaboard Corp

Industrials
-1
- 50.0%
$2422.16 - $2992.67 $2.42K - $2.99K
1 $2.7M
PCVX
Vaxcyte, Inc.

Healthcare
-7
- 16.28%
$37.76 - $92.13 $264 - $645
36 $1.36M
ADNT
Adient PLC

Consumer Cyclical
-104
- 55.91%
$12.81 - $18.26 $1.33K - $1.9K
82 $1.06M
WEC
Wec Energy Group, Inc.

Utilities
-28
- 45.16%
$92.12 - $108.98 $2.58K - $3.05K
34 $3.71M
SKX
Skechers Usa Inc

Consumer Cyclical
-29
- 67.44%
$54.98 - $78.24 $1.59K - $2.27K
14 $795K
TRMB
Trimble Inc.

Technology
-20
- 12.9%
$65.52 - $77.49 $1.31K - $1.55K
135 $8.86M
QDEL
Quidel Ortho Corp

Healthcare
-37
- 45.12%
$34.78 - $47.61 $1.29K - $1.76K
45 $1.57M
DK
Delek Us Holdings, Inc.

Energy
-93
- 47.69%
$13.53 - $20.31 $1.26K - $1.89K
102 $1.54M
KMX
Carmax Inc

Consumer Cyclical
-20
- 15.15%
$69.25 - $89.19 $1.39K - $1.78K
112 $8.73M
AVNT
Avient Corp

Basic Materials
-30
- 11.95%
$36.91 - $44.21 $1.11K - $1.33K
221 $8.21M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-45
- 8.49%
$47.33 - $47.92 $2.13K - $2.16K
485 $23.1M
TDY
Teledyne Technologies Inc

Technology
-5
- 35.71%
$455.51 - $518.84 $2.28K - $2.59K
9 $4.48M
DLTR
Dollar Tree, Inc.

Consumer Defensive
-27
- 11.79%
$61.92 - $76.95 $1.67K - $2.08K
202 $15.2M
FIVN
Five9, Inc.

Technology
-30
- 34.48%
$27.15 - $42.82 $815 - $1.28K
57 $1.55M
FHN
First Horizon Corp

Financial Services
-55
- 4.48%
$17.7 - $22.43 $974 - $1.23K
1.17K $22.8M
OLED
Universal Display Corp Pa

Technology
-13
- 76.47%
$139.48 - $161.59 $1.81K - $2.1K
4 $558K
NCNO
N Cino, Inc.

Technology
-37
- 25.17%
$27.36 - $34.81 $1.01K - $1.29K
110 $3.02M
RLJ
Rlj Lodging Trust

Real Estate
-172
- 72.27%
$7.89 - $10.07 $1.36K - $1.73K
66 $521K
BBY
Best Buy CO Inc

Consumer Cyclical
-12
- 14.29%
$70.3 - $91.1 $844 - $1.09K
72 $5.3M
DXCM
Dexcom Inc

Healthcare
-20
- 37.04%
$67.74 - $90.75 $1.35K - $1.82K
34 $2.32M
CTSH
Cognizant Technology Solutions Corp

Technology
-22
- 4.57%
$75.32 - $90.7 $1.66K - $2K
459 $35.1M
BEN
Franklin Resources Inc

Financial Services
-92
- 98.92%
$18.92 - $22.24 $1.74K - $2.05K
1 $20K
PRG
Prog Holdings, Inc.

Industrials
-36
- 63.16%
$25.94 - $43.82 $934 - $1.58K
21 $559K
DCI
Donaldson CO Inc

Industrials
-27
- 23.08%
$66.51 - $72.28 $1.8K - $1.95K
90 $6.04M
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-22
- 70.97%
$61.31 - $83.44 $1.35K - $1.84K
9 $552K
Atlas Energy Solutions Inc
-70
- 51.85%
N/A
65 $1.16M
MOS
Mosaic CO

Basic Materials
-79
- 58.09%
$23.08 - $28.8 $1.82K - $2.28K
57 $1.54M
FORM
Formfactor Inc

Technology
-27
- 40.91%
$28.29 - $47.24 $764 - $1.28K
39 $1.1M
CLX
Clorox CO

Consumer Defensive
-8
- 19.51%
$141.76 - $162.89 $1.13K - $1.3K
33 $4.86M
PFSI
Penny Mac Financial Services, Inc.

Financial Services
-17
- 68.0%
$94.63 - $114.82 $1.61K - $1.95K
8 $801K
MSM
Msc Industrial Direct CO Inc

Industrials
-28
- 19.72%
$74.45 - $83.08 $2.08K - $2.33K
114 $8.86M
Masterbrand Inc
-113
- 63.84%
N/A
64 $836K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-25
- 18.12%
$208.48 - $244.03 $5.21K - $6.1K
113 $27.6M
TJX
Tjx Companies Inc

Consumer Cyclical
-21
- 2.43%
$112.81 - $126.16 $2.37K - $2.65K
844 $103M
OZK
Bank Ozk

Financial Services
-34
- 17.62%
$41.71 - $53.1 $1.42K - $1.81K
159 $6.91M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-46
- 3.58%
$10.61 - $16.49 $488 - $759
1.24K $15.4M
DAR
Darling Ingredients Inc.

Consumer Defensive
-49
- 98.0%
$28.51 - $41.85 $1.4K - $2.05K
1 $32K
A
Agilent Technologies, Inc.

Healthcare
-12
- 85.71%
$116.69 - $152.6 $1.4K - $1.83K
2 $234K
ANDE
Andersons, Inc.

Consumer Defensive
-41
- 73.21%
$40.06 - $47.81 $1.64K - $1.96K
15 $644K
ITW
Illinois Tool Works Inc

Industrials
-5
- 7.35%
$244.9 - $274.48 $1.22K - $1.37K
63 $15.6M
BKR
Baker Hughes CO

Energy
-78
- 12.54%
$41.16 - $48.85 $3.21K - $3.81K
544 $23.9M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-20
- 17.7%
$65.4 - $79.39 $1.31K - $1.59K
93 $6.93M
INSP
Inspire Medical Systems, Inc.

Healthcare
-3
- 7.14%
$157.24 - $215.42 $472 - $646
39 $6.21M
EXPO
Exponent Inc

Industrials
-10
- 10.64%
$78.9 - $93.95 $789 - $940
84 $6.81M
RES
Rpc Inc

Energy
-245
- 50.41%
$5.18 - $7.01 $1.27K - $1.72K
241 $1.33M
S
Sentinel One, Inc.

Technology
-48
- 30.19%
$18.17 - $24.97 $872 - $1.2K
111 $2.02M
Activity Summary
Buys All Purchases 382 New Holdings 112 Increased Positions 270 Sells All Sells 328 Reductions 328 Sold out 0 Options Calls 0 Puts 0
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