Watershed Private Wealth LLC Purchases and Sells in Q2 2024

Watershed Private Wealth LLC

$235 Billion
Q2 2024

Top Buys

Incresed Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VUG	14K + 63.95%	$322.46 - $377.11 $4.5M - $5.27M	35.8K $13.4B
EFG	38.4K + 73.18%	$97.17 - $106.25 $3.73M - $4.08M	90.8K $9.29B
NVDA	56.3K + 884.61%	$118.11 - $1224.4 $6.65M - $69M	62.7K $7.75B
VWO	39.9K + 69.83%	$40.83 - $44.89 $1.63M - $1.79M	97K $4.25B
QQQ	1.05K + 6.98%	$414.65 - $485.21 $437K - $511K	16.2K $7.74B
QUAL	3.78K + 6.61%	$154.56 - $173.19 $584K - $655K	60.9K $10.4B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ZTS	1.74K New	$145.54 - $178.83 $254K - $312K	1.74K $302M
NOW	378 New	$643.29 - $786.67 $243K - $297K	378 $297M
PANW	862 New	$265.2 - $340.82 $229K - $294K	862 $292M
COST	262 New	$704.88 - $870.75 $185K - $228K	262 $222M

Top Sells

Reduced Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IXC	-43.5K - 75.32%	$39.86 - $44.76 $1.73M - $1.95M	14.3K $592M
EFV	-32K - 29.61%	$52.34 - $56.41 $1.67M - $1.8M	76K $4.03B
IVV	-4.65K - 5.63%	$497.53 - $549.64 $2.31M - $2.55M	77.9K $42.6B
HEFA	-21.4K - 26.41%	$33.83 - $35.94 $725K - $770K	59.7K $2.12B
VEA	-11.8K - 16.97%	$47.83 - $51.21 $565K - $605K	57.8K $2.86B
AGG	-3.94K - 3.01%	$95.11 - $97.92 $375K - $386K	127K $12.3B

Activity Summary All Purchases 33 New Holdings 4 Increased Positions 29 All Sells 51 Reductions 51 Sold out 0 Calls 0 Puts 0

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