Smallwood Wealth Investment Management, LLC Purchases and Sells in Q1 2025

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

Top Buys

Incresed Positions

32 operations
Stock Shares change Price Range Shares Held Trade History
8
+ 0.05%
$117.15 - $158.79 $937 - $1.27K
16K $2.53M
2.48K
+ 4.63%
$52.19 - $59.86 $130K - $149K
56.1K $3.26M
4.01K
+ 3.65%
$32.66 - $36.43 $131K - $146K
114K $3.99M
7.33K
+ 8.04%
$49.56 - $49.78 $363K - $365K
98.5K $4.9M
1.07K
+ 5.36%
$119.14 - $132.76 $128K - $142K
21K $2.73M
12.3K
+ 14.25%
$23.87 - $24.35 $293K - $299K
98.3K $2.36M
View all

New Holdings

427 operations
Stock Shares change Price Range Shares Held Trade History
4.73K
New
$46.97 - $48.35 $222K - $229K
4.73K $226K
620
New
$306.92 - $362.71 $190K - $225K
620 $217K
2.7K
New
$55.75 - $77.63 $151K - $210K
2.7K $209K
2.43K
New
$64.98 - $124.62 $158K - $302K
2.43K $204K
1.79K
New
$101.42 - $113.2 $181K - $202K
1.79K $196K
630
New
$286.85 - $318.64 $181K - $201K
630 $192K
View all

Top Sells

Reduced Positions

22 operations
Stock Shares change Price Range Shares Held Trade History
-696
- 2.64%
$271.18 - $303.12 $189K - $211K
25.6K $7.05M
-200
- 1.45%
$106.98 - $149.43 $21.4K - $29.9K
13.6K $1.47M
-105
- 2.09%
$375.39 - $447.2 $39.4K - $47K
4.93K $1.85M
-8.01K
- 28.25%
$21.56 - $28.28 $173K - $226K
20.3K $575K
-24
- 0.45%
$96.87 - $114.0 $2.32K - $2.74K
5.26K $519K
-146
- 8.86%
$148.15 - $186.25 $21.6K - $27.2K
1.5K $256K
View all
Activity Summary
Buys All Purchases 459 New Holdings 427 Increased Positions 32 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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