Walter & Keenan Wealth Management LLC Purchases and Sells in Q3 2024

Walter & Keenan Wealth Management LLC

  • $327 Million
  • Q3 2024

Top Buys

Incresed Positions

76 operations
Stock Shares change Price Range Shares Held Trade History
18.6K
+ 44.04%
$51.0 - $57.07 $948K - $1.06M
60.8K $3.38M
716
+ 0.83%
$66.91 - $81.4 $47.9K - $58.3K
87.1K $7.03M
11.5K
+ 69.98%
$59.25 - $65.33 $681K - $751K
27.9K $1.81M
21
+ 0.08%
$163.84 - $199.33 $3.44K - $4.19K
27K $5.34M
1.79K
+ 10.67%
$253.74 - $291.56 $453K - $521K
18.5K $5.09M
147
+ 1.42%
$333.64 - $405.2 $49K - $59.6K
10.5K $4.24M
View all

New Holdings

7 operations
Stock Shares change Price Range Shares Held Trade History
5.91K
New
$252.51 - $292.2 $1.49M - $1.73M
5.91K $1.7M
2.88K
New
$57.22 - $80.08 $165K - $230K
2.88K $224K
4.5K
New
$43.97 - $48.45 $198K - $218K
4.5K $218K
3.32K
New
$55.81 - $63.18 $185K - $210K
3.32K $208K
1.91K
New
$98.19 - $118.87 $187K - $226K
1.91K $208K
1.61K
New
$104.0 - $129.74 $168K - $209K
1.61K $206K
View all

Top Sells

Reduced Positions

48 operations
Stock Shares change Price Range Shares Held Trade History
-20.5K
- 67.34%
$85.6 - $98.61 $1.76M - $2.02M
9.95K $957K
-51.7K
- 57.85%
$18.9 - $34.87 $976K - $1.8M
37.6K $883K
-1K
- 1.4%
$149.54 - $192.66 $150K - $193K
70.5K $11.8M
-16.9K
- 38.11%
$66.31 - $74.08 $1.12M - $1.25M
27.4K $2.01M
-258
- 1.0%
$772.14 - $960.02 $199K - $248K
25.5K $22.6M
-13K
- 59.83%
$23.2 - $24.27 $302K - $316K
8.73K $209K
View all
Activity Summary
Buys All Purchases 83 New Holdings 7 Increased Positions 76 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Walter & Keenan Wealth Management LLC Portfolio

Follow Walter & Keenan Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Walter & Keenan Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Walter & Keenan Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email