Waterfront Wealth Inc. Purchases and Sells in Q1 2025

Waterfront Wealth Inc.

$408 Million
Q1 2025

Top Buys

Incresed Positions

107 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMRN	32.8K + 1.32%	$0.4 - $8.96 $13.1K - $294K	2.51M $22.5M
VOD	131K + 54.17%	$8.05 - $9.86 $1.06M - $1.29M	374K $3.5M
AVUV	19.9K + 39.02%	$84.95 - $100.62 $1.69M - $2M	71K $6.19M
DOLE	65.3K + 228.74%	$12.31 - $14.86 $803K - $970K	93.8K $1.36M
BGY	89K + 6.09%	$5.3 - $5.8 $472K - $516K	1.55M $8.7M
FDP	25.1K + 111.02%	$29.2 - $32.92 $732K - $826K	47.7K $1.47M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	2 New	$663000.0 - $801950.0 $1.33M - $1.6M	2 $1.6M
HBM	42.3K New	$6.6 - $9.58 $279K - $405K	42.3K $321K
DXC	15.6K New	$16.43 - $22.61 $256K - $353K	15.6K $265K
BIIB	1.59K New	$133.43 - $153.27 $213K - $244K	1.59K $217K
LLY	255 New	$725.72 - $929.72 $185K - $237K	255 $210K
BUSE	9.64K New	$21.26 - $25.35 $205K - $244K	9.64K $208K

Top Sells

Reduced Positions

101 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEF	-397 - 0.27%	$52.22 - $81.31 $20.7K - $32.3K	146K $7.84M
KKR	-710 - 1.56%	$108.17 - $167.07 $76.8K - $119K	44.9K $5.19M
KD	-41.6K - 76.32%	$31.32 - $43.45 $1.3M - $1.81M	12.9K $405K
MSFT	-1.12K - 6.87%	$375.39 - $447.2 $420K - $500K	15.2K $5.69M
DFAS	-6.91K - 9.5%	$58.81 - $68.2 $406K - $471K	65.8K $3.93M
HLIT	-44.6K - 54.32%	$9.42 - $13.55 $420K - $604K	37.5K $359K

Activity Summary All Purchases 115 New Holdings 8 Increased Positions 107 All Sells 101 Reductions 101 Sold out 0 Calls 0 Puts 0

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