Topel & Distasi Wealth Management, LLC Purchases and Sells in Q1 2025

Topel & Distasi Wealth Management, LLC

  • $214 Million
  • Q1 2025

Top Buys

Incresed Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
15.8K
+ 2.93%
$22.25 - $23.0 $351K - $362K
554K $12.7M
4.61K
+ 22.63%
$101.98 - $115.66 $470K - $533K
25K $2.56M
5.72K
+ 7.14%
$37.39 - $39.79 $214K - $228K
85.9K $3.39M
11.4K
+ 16.7%
$22.42 - $23.22 $256K - $265K
79.7K $1.84M
3.2K
+ 16.4%
$55.47 - $61.45 $177K - $196K
22.7K $1.34M
1.84K
+ 7.21%
$79.17 - $82.04 $146K - $151K
27.4K $2.24M
View all

New Holdings

1 operations
Stock Shares change Price Range Shares Held Trade History
18.1K
New
$126.86 - $146.45 $2.3M - $2.66M
18.1K $2.31M

Top Sells

Reduced Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
-144K
- 71.53%
$24.91 - $29.02 $3.58M - $4.17M
57.2K $1.43M
-2.62K
- 10.69%
$360.07 - $417.26 $944K - $1.09M
21.9K $7.91M
-37.3K
- 27.17%
$47.4 - $52.99 $1.77M - $1.97M
99.9K $5.08M
-20.4K
- 22.27%
$49.78 - $53.19 $1.02M - $1.09M
71.3K $3.64M
-10.7K
- 35.32%
$80.21 - $86.14 $859K - $922K
19.6K $1.62M
-1.77K
- 10.08%
$302.31 - $337.54 $534K - $597K
15.8K $4.84M
View all
Activity Summary
Buys All Purchases 18 New Holdings 1 Increased Positions 17 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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