Willner & Heller, LLC Purchases and Sells in Q4 2024

Willner & Heller, LLC

$110 Million
Q4 2024

Top Buys

Incresed Positions

80 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMZN	282 + 2.15%	$180.88 - $232.93 $51K - $65.7K	13.4K $2.94M
AMGN	1.32K + 81.9%	$258.78 - $328.31 $341K - $432K	2.93K $762K
VUSE	3.01K + 48.42%	$56.9 - $62.14 $171K - $187K	9.23K $541K
BRK-B	445 + 10.27%	$442.29 - $483.08 $197K - $215K	4.78K $2.17M
V	6 + 0.15%	$273.87 - $320.91 $1.64K - $1.93K	3.88K $1.23M
JPM	23 + 0.46%	$205.18 - $250.29 $4.72K - $5.76K	5.04K $1.21M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DGRS	6.79K New	$50.34 - $56.61 $342K - $384K	6.79K $347K
TSLA	713 New	$213.65 - $479.86 $152K - $342K	713 $287K
WTV	2.64K New	$79.95 - $89.42 $211K - $236K	2.64K $220K
ACN	624 New	$343.9 - $376.86 $215K - $235K	624 $219K
MORN	616 New	$312.56 - $358.78 $193K - $221K	616 $207K
BLACKROCK ETF TRUST	7.61K New	N/A	7.61K $0

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CALF	-10.2K - 41.83%	$43.84 - $48.76 $446K - $496K	14.1K $622K
AMAT	-25 - 0.42%	$161.44 - $213.89 $4.04K - $5.35K	5.93K $964K
GIS	-2.51K - 40.11%	$62.78 - $74.62 $157K - $187K	3.74K $238K
MRNA	-275 - 3.77%	$36.85 - $63.93 $10.1K - $17.6K	7.02K $291K
IHDG	-2.95K - 20.83%	$43.38 - $46.0 $128K - $136K	11.2K $487K
FTSM	-2.48K - 14.0%	$59.74 - $60.03 $148K - $149K	15.2K $908K

Activity Summary All Purchases 88 New Holdings 8 Increased Positions 80 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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