Retirement Solution Inc. Purchases and Sells in Q4 2024

Retirement Solution Inc.

$147 Million
Q4 2024

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAC	33.7K + 8.54%	$33.92 - $36.6 $1.14M - $1.23M	429K $14.8M
UIS	11K + 58.51%	$5.38 - $8.92 $59.2K - $98.1K	29.8K $188K
VUG	107 + 19.6%	$378.79 - $428.11 $40.5K - $45.8K	653 $268K
IBM	204 + 19.07%	$204.9 - $238.04 $41.8K - $48.6K	1.27K $280K
DFAX	8.24K + 9.98%	$24.76 - $27.04 $204K - $223K	90.8K $2.26M
ITOT	6 + 0.36%	$124.26 - $134.12 $746 - $805	1.65K $212K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AES	107K New	$12.44 - $20.24 $1.34M - $2.17M	107K $1.38M
CDNS	3.58K New	$249.1 - $324.54 $893K - $1.16M	3.58K $1.08M
VGT	658 New	$571.78 - $647.97 $376K - $426K	658 $409K
ORCL	1.82K New	$165.41 - $192.43 $302K - $351K	1.82K $303K
DAKT	10K New	$12.64 - $19.5 $126K - $195K	10K $168K
ERIC	14.1K New	$7.36 - $8.59 $103K - $121K	14.1K $113K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-12.5K - 31.52%	$406.35 - $454.46 $5.06M - $5.66M	27.1K $11.4M
AAPL	-20.7K - 62.96%	$221.69 - $259.02 $4.58M - $5.36M	12.2K $3.05M
COST	-1.65K - 71.11%	$873.59 - $994.69 $1.44M - $1.64M	669 $612K
SBUX	-13K - 59.95%	$87.44 - $102.5 $1.14M - $1.33M	8.68K $791K
DUHP	-14.3K - 2.08%	$33.62 - $35.69 $481K - $511K	675K $22.8M
DFAU	-18.6K - 16.24%	$39.27 - $42.38 $730K - $788K	95.8K $3.88M

Activity Summary All Purchases 18 New Holdings 8 Increased Positions 10 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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