Palo Alto Wealth Advisors, LLC Purchases and Sells in Q4 2024

Palo Alto Wealth Advisors, LLC

33 operations

Stock	Shares change	Price Range	Shares Held
GOOG	112K + 34.29%	$163.08 - $198.16 $18.3M - $22.2M	439K $83.6B
GOOGL	14.8K + 5.8%	$161.86 - $196.66 $2.39M - $2.91M	270K $51.1B
TFLO	18.3K + 43.83%	$50.37 - $50.63 $921K - $926K	60K $3.03B
IQLT	29.6K + 48.75%	$37.12 - $41.23 $1.1M - $1.22M	90.2K $3.35B
USFR	15.2K + 10.61%	$50.23 - $50.46 $766K - $769K	159K $8B
AMZN	1.38K + 10.61%	$180.88 - $232.93 $250K - $322K	14.4K $3.16B

4 operations

Stock	Shares change	Price Range	Shares Held
LLY	692 New	$727.2 - $932.06 $503K - $645K	692 $535M
PLTR	4.26K New	$36.46 - $82.38 $155K - $351K	4.26K $322M
TSM	1.63K New	$172.07 - $207.36 $280K - $337K	1.63K $321M
GS	557 New	$486.1 - $608.57 $271K - $339K	557 $319M

12 operations

Stock	Shares change	Price Range	Shares Held
MOAT	-4.57K - 1.47%	N/A	307K $28.4B
MSFT	-1.9K - 10.69%	$406.35 - $454.46 $771K - $862K	15.9K $6.68B
USMV	-964 - 15.07%	$88.59 - $94.57 $85.4K - $91.2K	5.43K $482M
VXF	-506 - 21.55%	$179.17 - $207.15 $90.7K - $105K	1.84K $350M
IWB	-288 - 1.98%	$311.11 - $335.64 $89.6K - $96.7K	14.3K $4.59B
PINS	-412 - 3.82%	$28.24 - $34.15 $11.6K - $14.1K	10.4K $301M

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