Willner & Heller, LLC Purchases and Sells in Q1 2025

Willner & Heller, LLC

$104 Million
Q1 2025

Top Buys

Incresed Positions

81 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CI	731 + 78.35%	$274.49 - $329.0 $201K - $240K	1.66K $547K
FTSM	4.02K + 26.45%	$59.78 - $60.03 $240K - $241K	19.2K $1.15M
RDVY	4.58K + 8.65%	$57.22 - $63.39 $262K - $290K	57.6K $3.37M
AMGN	61 + 2.09%	$258.59 - $327.36 $15.8K - $20K	2.99K $930K
VUSE	3.29K + 35.59%	$55.51 - $62.63 $182K - $206K	12.5K $708K
ABT	25 + 0.4%	$111.1 - $140.22 $2.78K - $3.51K	6.2K $822K

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAT	10K New	$50.44 - $58.1 $506K - $582K	10K $516K
QWLD	3.05K New	$122.65 - $131.03 $374K - $400K	3.05K $389K
DECK	1.95K New	$111.56 - $223.11 $218K - $435K	1.95K $218K
PFN	10.9K New	$7.41 - $7.64 $81.1K - $83.6K	10.9K $82K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWF	-522 - 4.7%	$360.07 - $417.26 $188K - $218K	10.6K $3.83M
CATY	-500 - 1.13%	$42.27 - $48.78 $21.1K - $24.4K	43.7K $1.88M
IHDG	-3.51K - 31.27%	$43.4 - $47.51 $152K - $167K	7.71K $334K
IJT	-259 - 2.75%	$121.0 - $142.28 $31.3K - $36.9K	9.15K $1.14M
PAVE	-1.99K - 12.11%	$37.31 - $43.82 $74.1K - $87K	14.4K $543K
RFG	-1.06K - 8.44%	$43.07 - $51.51 $45.7K - $54.7K	11.5K $504K

Activity Summary All Purchases 85 New Holdings 4 Increased Positions 81 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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