Willow Creek Wealth Management Inc. Purchases and Sells in Q2 2025

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025

Top Buys

Incresed Positions

80 operations
Stock Shares change Price Range Shares Held Trade History
69.5K
+ 3.42%
$44.8 - $53.97 $3.11M - $3.75M
2.1M $113M
52.8K
+ 7.1%
$53.65 - $67.02 $2.83M - $3.54M
797K $53.4M
88.6K
+ 7.93%
$28.02 - $34.71 $2.48M - $3.08M
1.21M $41.7M
66.9K
+ 7.92%
$23.4 - $29.68 $1.56M - $1.98M
911K $27M
51.8K
+ 3.8%
$77.74 - $78.78 $4.03M - $4.08M
1.41M $111M
13.9K
+ 4.93%
$61.76 - $79.32 $857K - $1.1M
295K $23.4M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
7.78K
New
$55.54 - $69.09 $432K - $537K
7.78K $537K
5.4K
New
$79.56 - $82.92 $429K - $448K
5.4K $447K
1.55K
New
$236.71 - $261.92 $368K - $407K
1.55K $385K
4.38K
New
$73.19 - $85.21 $321K - $373K
4.38K $373K
1.29K
New
$216.28 - $284.39 $278K - $366K
1.29K $365K
477
New
$470.37 - $663.28 $224K - $316K
477 $316K
View all

Top Sells

Reduced Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
-99.9K
- 12.89%
$48.13 - $49.85 $4.81M - $4.98M
675K $33.1M
-6.28K
- 25.18%
$100.35 - $100.71 $630K - $632K
18.6K $1.88M
-1
- 0.02%
$390.26 - $489.06 $390 - $489
4.36K $1.77M
-4.11K
- 13.42%
$72.02 - $73.82 $296K - $303K
26.5K $1.95M
-1.41K
- 26.72%
$157.66 - $172.39 $222K - $243K
3.87K $616K
-26
- 0.03%
$5.0 - $8.28 $130 - $215
102K $723K
View all

Sold Out

2 operations
Stock Shares change Price Range Shares Held Trade History
-510
Closed
$274.35 - $599.47 $140K - $306K
0 $0
-7.92K
Closed
$21.88 - $29.32 $173K - $232K
0 $0
Activity Summary
Buys All Purchases 92 New Holdings 12 Increased Positions 80 Sells All Sells 46 Reductions 44 Sold out 2 Options Calls 0 Puts 0
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