Smallwood Wealth Investment Management, LLC Purchases and Sells in Q3 2024

Smallwood Wealth Investment Management, LLC

  • $137 Million
  • Q3 2024

Top Buys

Incresed Positions

26 operations
Stock Shares change Price Range Shares Held Trade History
7.55K
+ 2.17%
$113.41 - $125.62 $856K - $949K
355K $44.6M
1.24K
+ 2.93%
$149.02 - $167.67 $184K - $207K
43.5K $7.29M
4.76K
+ 4.57%
$32.96 - $36.48 $157K - $174K
109K $3.97M
9.3K
+ 9.62%
$49.47 - $49.8 $460K - $463K
106K $5.27M
2.59K
+ 65.93%
$96.8 - $112.42 $251K - $291K
6.52K $712K
8
+ 0.05%
$101.25 - $127.45 $810 - $1.02K
16K $1.94M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
41K
New
$24.07 - $24.62 $986K - $1.01M
41K $1.01M
492
New
$385.65 - $450.49 $190K - $222K
492 $221K
816
New
$198.7 - $272.0 $162K - $222K
816 $220K
2.67K
New
$66.91 - $81.4 $178K - $217K
2.67K $215K
2.06K
New
$92.07 - $106.96 $189K - $220K
2.06K $214K
672
New
$245.82 - $304.51 $165K - $205K
672 $204K
View all

Top Sells

Reduced Positions

24 operations
Stock Shares change Price Range Shares Held Trade History
-7.28K
- 82.69%
$146.49 - $179.85 $1.07M - $1.31M
1.52K $271K
-1.36K
- 44.58%
$200.87 - $224.6 $272K - $305K
1.69K $372K
-349
- 4.65%
$149.54 - $192.66 $52.2K - $67.2K
7.15K $1.2M
-653
- 4.5%
$98.91 - $134.91 $64.6K - $88.1K
13.9K $1.68M
-5
- 0.1%
$395.15 - $467.56 $1.98K - $2.34K
5.07K $2.18M
-13
- 0.26%
$137.88 - $161.97 $1.79K - $2.11K
4.95K $729K
View all
Activity Summary
Buys All Purchases 33 New Holdings 7 Increased Positions 26 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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