Western Pacific Wealth Management, LP Sells in Q1 2025

Western Pacific Wealth Management, LP

  • $105 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NKE
Nike, Inc.

Consumer Cyclical
-52.9K
- 17.15%
$63.29 - $81.72 $3.34M - $4.32M
255K $16.2M
AAPL
Apple Inc.

Technology
-50
- 0.08%
$209.68 - $247.1 $10.5K - $12.4K
62.3K $13.8M
NVDA
Nvidia Corp

Technology
-2.87K
- 7.19%
$106.98 - $149.43 $307K - $429K
37K $4.01M
AMZN
Amazon Com Inc

Consumer Cyclical
-575
- 1.4%
$190.26 - $242.06 $109K - $139K
40.4K $7.69M
GOOGL
Alphabet Inc.

Communication Services
-70
- 0.33%
$154.33 - $206.19 $10.8K - $14.4K
21.5K $3.32M
GOOG
Alphabet Inc.

Communication Services
-333
- 1.74%
$156.06 - $207.71 $52K - $69.2K
18.8K $2.94M
MSFT
Microsoft Corp

Technology
-209
- 1.62%
$375.39 - $447.2 $78.5K - $93.5K
12.7K $4.76M
UNH
Unitedhealth Group Inc

Healthcare
-602
- 66.74%
$461.52 - $548.18 $278K - $330K
300 $157K
PLTR
Palantir Technologies Inc.

Technology
-7.74K
- 15.66%
$64.98 - $124.62 $503K - $964K
41.7K $3.52M
ORCL
Oracle Corp

Technology
-1.03K
- 67.34%
$139.81 - $186.47 $144K - $192K
500 $69K
UBER
Uber Technologies, Inc

Technology
-2.85K
- 68.25%
$63.17 - $81.49 $180K - $232K
1.32K $96K
WMT
Walmart Inc.

Consumer Defensive
-1.52K
- 22.77%
$84.5 - $105.05 $128K - $159K
5.14K $451K
CRM
Salesforce, Inc.

Technology
-32
- 1.5%
$268.36 - $359.95 $8.59K - $11.5K
2.1K $562K
AMD
Advanced Micro Devices Inc

Technology
-1.06K
- 66.79%
$96.63 - $129.55 $102K - $137K
527 $54K
WFC
Wells Fargo & Company

Financial Services
-1.95K
- 22.69%
$66.78 - $81.42 $130K - $158K
6.63K $475K
META
Meta Platforms, Inc.

Communication Services
-79
- 1.46%
$576.36 - $736.67 $45.5K - $58.2K
5.32K $3.07M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-557
- 72.81%
$168.84 - $202.89 $94K - $113K
208 $36K
PANW
Palo Alto Networks Inc

Technology
-412
- 12.63%
$167.82 - $208.28 $69.1K - $85.8K
2.85K $486K
PAYC
Paycom Software, Inc.

Technology
-530
- 21.81%
$199.42 - $225.82 $106K - $120K
1.9K $415K
MA
Mastercard Inc

Financial Services
-193
- 16.47%
$504.67 - $576.31 $97.4K - $111K
979 $536K
COF
Capital One Financial Corp

Financial Services
-405
- 11.84%
$163.87 - $209.82 $66.4K - $85K
3.02K $540K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-300
- 27.27%
$161.03 - $235.53 $48.3K - $70.7K
800 $132K
ICE
Intercontinental Exchange, Inc.

Financial Services
-685
- 25.32%
$142.8 - $176.36 $97.8K - $121K
2.02K $348K
ACN
Accenture PLC

Technology
-143
- 55.21%
$300.91 - $398.25 $43K - $56.9K
116 $36K
WST
West Pharmaceutical Services Inc

Healthcare
-93
- 35.91%
$199.11 - $347.87 $18.5K - $32.4K
166 $37K
APO
Apollo Global Management, Inc.

Financial Services
-206
- 31.16%
$126.01 - $172.06 $26K - $35.4K
455 $62K
MLM
Martin Marietta Materials Inc

Basic Materials
-67
- 31.9%
$460.39 - $552.64 $30.8K - $37K
143 $68K
CG
Carlyle Group Inc.

Financial Services
-266
- 7.36%
$40.03 - $56.96 $10.6K - $15.2K
3.35K $145K
MNST
Monster Beverage Corp

Consumer Defensive
-553
- 34.22%
$46.16 - $58.58 $25.5K - $32.4K
1.06K $62K
VIG
Vanguard Dividend Appreciation

ETFs
-65
- 0.15%
N/A
42.2K $7.68M
VEEV
Veeva Systems Inc

Healthcare
-74
- 19.63%
$210.58 - $246.8 $15.6K - $18.3K
303 $70K
V
Visa Inc.

Financial Services
-8
- 0.4%
$306.92 - $362.71 $2.46K - $2.9K
1.98K $693K
Activity Summary
Buys All Purchases 43 New Holdings 6 Increased Positions 37 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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