Walled Lake Planning & Wealth Management, LLC Purchases and Sells in Q1 2025

Walled Lake Planning & Wealth Management, LLC

  • $258 Million
  • Q1 2025

Top Buys

Incresed Positions

52 operations
Stock Shares change Price Range Shares Held Trade History
271K
+ 2766.62%
$55.41 - $60.74 $15M - $16.4M
280K $15.8M
32.2K
+ 301.01%
$68.44 - $87.93 $2.2M - $2.83M
42.9K $3.77M
83.7K
+ 204.16%
$25.01 - $27.13 $2.09M - $2.27M
125K $3.16M
3.46K
+ 2.08%
$87.68 - $94.52 $303K - $327K
170K $15.9M
323
+ 0.28%
$50.81 - $60.02 $16.4K - $19.4K
117K $7.04M
2.28K
+ 9.4%
$159.75 - $208.61 $365K - $476K
26.6K $5.42M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
10.3K
New
$288.99 - $313.98 $2.96M - $3.22M
10.3K $3.07M
67.5K
New
$36.24 - $44.05 $2.45M - $2.97M
67.5K $2.87M
4.34K
New
$79.96 - $87.71 $347K - $380K
4.34K $356K
8.28K
New
$21.56 - $28.28 $178K - $234K
8.28K $234K
1.14K
New
$168.59 - $212.13 $193K - $243K
1.14K $228K
8.25K
New
$23.43 - $25.55 $193K - $211K
8.25K $210K
View all

Top Sells

Reduced Positions

45 operations
Stock Shares change Price Range Shares Held Trade History
-12.9K
- 53.37%
$360.07 - $417.26 $4.64M - $5.38M
11.3K $4.07M
-1.7K
- 3.37%
$209.68 - $247.1 $357K - $421K
48.8K $10.8M
-28.9K
- 33.82%
$89.14 - $117.41 $2.58M - $3.39M
56.5K $6.34M
-4.88K
- 46.8%
$210.19 - $243.33 $1.03M - $1.19M
5.55K $1.17M
-83
- 0.37%
$154.33 - $206.19 $12.8K - $17.1K
22.3K $3.46M
-858
- 31.96%
$222.15 - $428.22 $191K - $367K
1.83K $473K
View all
Activity Summary
Buys All Purchases 59 New Holdings 7 Increased Positions 52 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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