Wedmont Private Capital Purchases and Sells in Q4 2024

Wedmont Private Capital

$1.88 Billion
Q4 2024

Top Buys

Incresed Positions

473 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IEFA	291K + 41.38%	$70.06 - $77.43 $20.4M - $22.6M	995K $69.9M
VTI	39.6K + 13.37%	$280.04 - $302.45 $11.1M - $12M	336K $97.4M
AAPL	21.1K + 9.21%	$221.69 - $259.02 $4.69M - $5.48M	251K $62.8M
VOO	13.9K + 9.08%	$521.84 - $558.82 $7.24M - $7.75M	167K $89.8M
NVDA	25.1K + 6.69%	$117.0 - $148.88 $2.94M - $3.74M	401K $53.8M
MUB	79.1K + 36.89%	$105.78 - $108.7 $8.36M - $8.6M	293K $31.3M

New Holdings

75 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KRE	23.4K New	$54.6 - $68.9 $1.28M - $1.62M	23.4K $1.42M
ARGT	13.5K New	$66.16 - $88.28 $892K - $1.19M	13.5K $1.11M
CAG	27K New	$26.48 - $32.72 $716K - $885K	27K $750K
SPLG	9.85K New	$66.77 - $71.52 $657K - $704K	9.85K $678K
NWL	57.9K New	$7.18 - $11.63 $415K - $673K	57.9K $576K
UPWK	34.8K New	$10.05 - $17.51 $350K - $609K	34.8K $568K

Top Sells

Reduced Positions

126 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VEA	-34.5K - 1.09%	$47.57 - $52.44 $1.64M - $1.81M	3.13M $150M
QQQ	-3.76K - 19.96%	$481.22 - $538.17 $1.81M - $2.02M	15.1K $7.71M
AMD	-2.2K - 10.96%	$118.88 - $172.8 $261K - $380K	17.8K $2.16M
BRK-B	-1.97K - 6.23%	$442.29 - $483.08 $872K - $952K	29.7K $13.5M
ELV	-1.23K - 52.39%	$365.96 - $514.62 $450K - $633K	1.12K $413K
KKR	-6.59K - 60.4%	$129.87 - $162.87 $856K - $1.07M	4.32K $638K

Activity Summary All Purchases 548 New Holdings 75 Increased Positions 473 All Sells 126 Reductions 126 Sold out 0 Calls 0 Puts 0

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