Westwood Wealth Management Purchases and Sells in Q4 2024

Westwood Wealth Management

$275 Million
Q4 2024

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	14.5K + 1334.1%	$213.65 - $479.86 $3.09M - $6.95M	15.6K $6.28M
AMZN	578 + 1.64%	$180.88 - $232.93 $105K - $135K	35.8K $7.85M
QLD	1.51K + 1.14%	$97.85 - $120.25 $147K - $181K	133K $14.4M
META	304 + 0.97%	$554.08 - $632.68 $168K - $192K	31.7K $18.7M
PANW	13.7K + 99.93%	$181.96 - $405.9 $2.49M - $5.55M	27.3K $4.98M
QQQ	250 + 5.08%	$481.22 - $538.17 $120K - $135K	5.17K $2.64M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	17.5K New	$36.46 - $82.38 $638K - $1.44M	17.5K $1.32M
ORCL	5.4K New	$165.41 - $192.43 $893K - $1.04M	5.4K $899K
DELL	2.5K New	$111.96 - $144.21 $280K - $361K	2.5K $288K
GS	395 New	$486.1 - $608.57 $192K - $240K	395 $226K
DIS	1.83K New	$92.39 - $117.6 $169K - $215K	1.83K $203K
COST	220 New	$873.59 - $994.69 $192K - $219K	220 $201K

Top Sells

Reduced Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SOXL	-28.3K - 11.01%	$26.3 - $40.82 $744K - $1.15M	228K $6.24M
MSFT	-1.26K - 4.13%	$406.35 - $454.46 $511K - $572K	29.2K $12.3M
LLY	-500 - 17.18%	$727.2 - $932.06 $364K - $466K	2.41K $1.86M
NXPI	-1.18K - 13.31%	$207.27 - $255.58 $244K - $300K	7.66K $1.59M
BIB	-6K - 42.86%	$50.23 - $66.86 $301K - $401K	8K $405K
IBB	-760 - 5.24%	$131.21 - $148.85 $99.7K - $113K	13.7K $1.82M

Activity Summary All Purchases 20 New Holdings 9 Increased Positions 11 All Sells 21 Reductions 21 Sold out 0 Calls 0 Puts 0

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