Palo Alto Wealth Advisors, LLC Purchases and Sells in Q3 2024

Palo Alto Wealth Advisors, LLC

  • $242 Billion
  • Q3 2024

Top Buys

Incresed Positions

24 operations
Stock Shares change Price Range Shares Held Trade History
249K
+ 320.67%
$149.54 - $192.66 $37.3M - $48M
327K $54.2B
208K
+ 447.36%
$148.65 - $191.18 $31M - $39.9M
255K $41.8B
14.3K
+ 72.41%
$207.23 - $234.82 $2.97M - $3.37M
34.1K $8.07B
14.9K
+ 9.2%
$54.25 - $60.2 $810K - $898K
177K $10.8B
4.61K
+ 5.26%
$162.64 - $179.3 $749K - $826K
92.2K $16.8B
341
+ 0.17%
$75.88 - $83.21 $25.9K - $28.4K
206K $17.3B
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
8.66K
New
$730.87 - $937.36 $6.33M - $8.12M
8.66K $7.96B
12K
New
$100.28 - $143.99 $1.2M - $1.73M
12K $1.83B
10.7K
New
$56.03 - $65.23 $601K - $700K
10.7K $757M
ATLASSIAN CORPORATION
3.03K
New
N/A
3.03K $584M
2.44K
New
$136.27 - $1745.86 $332K - $4.26M
2.44K $439M
6.49K
New
N/A
6.49K $326M
View all

Top Sells

Reduced Positions

13 operations
Stock Shares change Price Range Shares Held Trade History
-4.7K
- 20.95%
$395.15 - $467.56 $1.86M - $2.2M
17.7K $7.43B
-18.5K
- 30.68%
$50.42 - $50.66 $931K - $936K
41.7K $2.11B
-9.91K
- 16.43%
$31.06 - $33.7 $308K - $334K
50.4K $1.57B
-1.96K
- 24.33%
$71.0 - $100.39 $139K - $196K
6.08K $450M
-12.6K
- 27.18%
N/A
33.6K $776M
-479
- 31.29%
$434.77 - $502.96 $208K - $241K
1.05K $522M
View all
Activity Summary
Buys All Purchases 34 New Holdings 10 Increased Positions 24 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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