Willner & Heller, LLC Purchases and Sells in Q3 2024

Willner & Heller, LLC

$109 Million
Q3 2024

Top Buys

Incresed Positions

91 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RDVY	2.89K + 5.89%	$53.68 - $59.24 $155K - $171K	51.9K $3.07M
UNH	13 + 0.35%	$488.01 - $604.18 $6.34K - $7.85K	3.71K $2.17M
IWF	338 + 3.09%	$332.02 - $382.76 $112K - $129K	11.3K $4.23M
CRWD	1K + 114.66%	$217.89 - $392.15 $218K - $393K	1.87K $525K
CALF	2.66K + 12.28%	$42.22 - $48.62 $112K - $129K	24.3K $1.13M
ASML	272 + 102.64%	$749.82 - $1098.95 $204K - $299K	537 $447K

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MRNA	7.3K New	$63.64 - $125.14 $464K - $913K	7.3K $487K
CEG	1.44K New	$167.08 - $262.86 $241K - $379K	1.44K $374K
META	631 New	$453.41 - $572.44 $286K - $361K	631 $361K
NOW	360 New	$730.87 - $937.36 $263K - $337K	360 $321K
TMO	376 New	$531.86 - $624.21 $200K - $235K	376 $232K
AIRR	2.89K New	$66.56 - $75.11 $193K - $217K	2.89K $216K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-1.88K - 3.89%	$98.91 - $134.91 $186K - $253K	46.4K $5.64M
DIS	-3K - 56.68%	$85.6 - $98.61 $257K - $296K	2.29K $220K
AMAT	-40 - 0.67%	$174.88 - $254.97 $7K - $10.2K	5.95K $1.2M
FDX	-244 - 12.2%	$254.64 - $313.52 $62.1K - $76.5K	1.76K $480K
PFE	-4.09K - 28.89%	$27.7 - $31.39 $113K - $128K	10.1K $291K
FTSM	-1.41K - 7.39%	$59.61 - $60.15 $84.1K - $84.9K	17.7K $1.06M

Activity Summary All Purchases 106 New Holdings 15 Increased Positions 91 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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