Wj Wealth Management, LLC Purchases and Sells in Q3 2024

Wj Wealth Management, LLC

$267 Million
Q3 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IBDS	149K + 41.66%	$23.63 - $24.42 $3.52M - $3.64M	506K $12.3M
IBDT	122K + 547.46%	$24.62 - $25.59 $3M - $3.12M	144K $3.68M
CGDV	25.4K + 4.15%	$32.96 - $36.48 $836K - $925K	636K $23.2M
IBDR	85.1K + 19.61%	$23.75 - $23.75 $2.02M - $2.02M	519K $12.3M
BSCS	77.7K + 31.95%	$19.92 - $20.67 $1.55M - $1.61M	321K $6.6M
AAPL	3.03K + 18.82%	$207.23 - $234.82 $627K - $711K	19.1K $4.45M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	229K New	$44.24 - $49.47 $10.1M - $11.3M	229K $11.3M
AIRR	104K New	$66.56 - $75.11 $6.9M - $7.79M	104K $7.75M
NFLT	310K New	$22.21 - $23.14 $6.89M - $7.18M	310K $7.15M
STLG	87.3K New	$47.04 - $54.35 $4.11M - $4.75M	87.3K $4.39M
IBMP	55.4K New	$24.92 - $25.47 $1.38M - $1.41M	55.4K $1.41M
IBMQ	37.1K New	$24.91 - $25.63 $923K - $950K	37.1K $949K

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	-67.7K - 84.91%	$81.31 - $83.29 $5.5M - $5.64M	12K $1M
OEF	-19.7K - 42.56%	$266.03 - $266.03 $5.24M - $5.24M	26.6K $7.07M
FLRN	-110K - 75.28%	$30.55 - $30.85 $3.37M - $3.41M	36.3K $1.12M
IUSB	-57.9K - 80.9%	$44.83 - $47.42 $2.59M - $2.74M	13.7K $643K
QQQ	-4.71K - 13.92%	$434.77 - $502.96 $2.05M - $2.37M	29.1K $14.2M
NVDA	-11.1K - 8.31%	$98.91 - $134.91 $1.1M - $1.49M	122K $14.8M

Activity Summary All Purchases 24 New Holdings 9 Increased Positions 15 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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