Union Savings Bank Purchases and Sells in Q4 2024

Union Savings Bank

$203 Billion
Q4 2024

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPHQ	41.8K + 12.08%	$65.67 - $69.79 $2.75M - $2.92M	388K $26B
GVI	19.8K + 231.7%	$103.89 - $107.05 $2.05M - $2.11M	28.3K $2.95B
SPY	1.02K + 5.52%	$567.81 - $607.81 $576K - $617K	19.4K $11.4B
IGSB	8.17K + 94.69%	$51.54 - $52.55 $421K - $429K	16.8K $868M
AMZN	23 + 0.23%	$180.88 - $232.93 $4.16K - $5.36K	10.2K $2.23B
MUB	1.62K + 41.24%	$105.78 - $108.7 $172K - $177K	5.56K $593M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK INC NEW NPV	480 New	N/A	480 $492M
BLACKROCK INTERNATIONAL DIVIDEND ETF	14.6K New	N/A	14.6K $361M
HYG	1.74K New	$78.09 - $80.04 $136K - $139K	1.74K $137M
LAM RESH CORP USD	1.25K New	N/A	1.25K $90.3M
ADSK	138 New	N/A	138 $40.8M
ISHARES BITCOIN TRUST ETF	473 New	N/A	473 $25.1M

Top Sells

Reduced Positions

97 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	-609 - 3.57%	$406.35 - $454.46 $247K - $277K	16.5K $6.94B
VYM	-2.56K - 5.52%	$126.68 - $134.74 $324K - $345K	43.8K $5.59B
LMT	-268 - 11.94%	$479.66 - $614.62 $129K - $165K	1.98K $961M
AMT	-494 - 12.02%	$179.4 - $232.01 $88.6K - $115K	3.62K $663M
ZTS	-847 - 17.94%	$162.24 - $194.42 $137K - $165K	3.88K $631M
BND	-3.72K - 66.38%	$71.75 - $75.11 $267K - $280K	1.89K $136M

Activity Summary All Purchases 29 New Holdings 8 Increased Positions 21 All Sells 97 Reductions 97 Sold out 0 Calls 0 Puts 0

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