Napa Wealth Management Purchases and Sells in Q3 2024

Napa Wealth Management

$211 Billion
Q3 2024

Top Buys

Incresed Positions

58 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	20.1K + 312.81%	$207.23 - $234.82 $4.16M - $4.72M	26.5K $6.18B
TSLA	13.6K + 994.88%	$191.76 - $263.26 $2.61M - $3.58M	15K $3.92B
META	6.04K + 381.67%	$453.41 - $572.44 $2.74M - $3.46M	7.62K $4.36B
LLY	2.41K + 379.25%	$772.14 - $960.02 $1.86M - $2.32M	3.05K $2.7B
BILS	15K + 31.15%	$98.97 - $99.59 $1.49M - $1.5M	63.2K $6.3B
ISRG	2.42K + 382.44%	$416.14 - $494.01 $1.01M - $1.19M	3.05K $1.5B

New Holdings

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSHI	919K New	N/A	919K $45.7B
AVGO	20.9K New	$136.27 - $1745.86 $2.85M - $36.6M	20.9K $3.61B
COST	3.94K New	$801.83 - $917.05 $3.16M - $3.62M	3.94K $3.5B
UNH	4.09K New	$488.01 - $604.18 $2M - $2.47M	4.09K $2.39B
BRK-B	5.17K New	$405.19 - $478.57 $2.1M - $2.47M	5.17K $2.38B
ABBV	11.8K New	$163.84 - $199.33 $1.93M - $2.35M	11.8K $2.32B

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-400K - 90.1%	$50.2 - $50.48 $20.1M - $20.2M	43.9K $2.21B
BIL	-201K - 94.78%	$91.42 - $91.82 $18.4M - $18.5M	11.1K $1.02B
SHV	-16.1K - 69.52%	$110.05 - $110.63 $1.78M - $1.78M	7.07K $782M
SHY	-4.66K - 31.53%	$81.31 - $83.29 $378K - $388K	10.1K $840M
GCOW	-8.67K - 44.3%	$33.88 - $36.77 $294K - $319K	10.9K $398M
FTGC	-9.23K - 19.9%	$22.3 - $24.39 $206K - $225K	37.2K $880M

Activity Summary All Purchases 125 New Holdings 67 Increased Positions 58 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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