Private Wealth Partners, LLC Purchases and Sells in Q4 2024

Private Wealth Partners, LLC

$1.29 Billion
Q4 2024

Top Buys

Incresed Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	2.18K + 0.72%	$180.88 - $232.93 $395K - $508K	305K $66.9M
PFE	132K + 29.56%	$24.8 - $30.19 $3.28M - $3.99M	580K $15.4M
MPLX	48.4K + 420.87%	$43.77 - $51.66 $2.12M - $2.5M	59.9K $2.87M
DIS	4.06K + 4.05%	$92.39 - $117.6 $375K - $477K	104K $11.6M
AVGO	6.45K + 142.59%	$159.67 - $250.0 $1.03M - $1.61M	11K $2.54M
QQQ	1.5K + 4.09%	$481.22 - $538.17 $723K - $808K	38.2K $19.5M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DDOG	8.56K New	$113.98 - $168.65 $976K - $1.44M	8.56K $1.22M
PIPR	2.22K New	$280.53 - $348.81 $621K - $773K	2.22K $664K
DHI	3.6K New	$137.24 - $194.56 $493K - $699K	3.6K $502K
JAVA	7.5K New	$63.01 - $68.55 $473K - $514K	7.5K $474K
GTEK	13K New	$30.39 - $35.12 $395K - $457K	13K $420K
SNOW	2.72K New	$109.65 - $186.51 $298K - $506K	2.72K $419K

Top Sells

Reduced Positions

60 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMD	-6.83K - 5.86%	$118.88 - $172.8 $812K - $1.18M	110K $13.3M
ZTS	-686 - 0.89%	$162.24 - $194.42 $111K - $133K	76.3K $12.4M
MSFT	-848 - 0.38%	$406.35 - $454.46 $345K - $385K	225K $94.8M
BABA	-20 - 0.04%	$82.28 - $117.52 $1.65K - $2.35K	54.5K $4.62M
BRK-B	-759 - 0.89%	$442.29 - $483.08 $336K - $367K	84.5K $38.3M
LLY	-386 - 7.13%	$727.2 - $932.06 $281K - $360K	5.03K $3.88M

Activity Summary All Purchases 78 New Holdings 16 Increased Positions 62 All Sells 60 Reductions 60 Sold out 0 Calls 0 Puts 0

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