1858 Wealth Management, LLC Purchases and Sells in Q3 2024

1858 Wealth Management, LLC

$122 Billion
Q3 2024

Top Buys

Incresed Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	1.85K + 5.9%	$207.23 - $234.82 $383K - $433K	33.1K $7.72B
ETN	798 + 65.41%	$272.52 - $333.02 $217K - $266K	2.02K $669M
GE	41 + 0.53%	$156.66 - $189.66 $6.42K - $7.78K	7.74K $1.46B
DASH	885 + 33.73%	$100.28 - $143.99 $88.7K - $127K	3.51K $501M
TMUS	496 + 20.71%	$175.14 - $206.36 $86.9K - $102K	2.89K $597M
ORCL	560 + 21.09%	$125.9 - $170.35 $70.5K - $95.4K	3.22K $548M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	4.11K New	$200.87 - $224.6 $826K - $923K	4.11K $908M
IVRA	54.1K New	N/A	54.1K $880M
KRE	15.3K New	$47.94 - $59.23 $733K - $905K	15.3K $865M
AMT	2.3K New	$192.27 - $242.73 $443K - $559K	2.3K $536M
WMT	6.55K New	$66.91 - $81.4 $438K - $533K	6.55K $529M
DELL	3.66K New	$87.89 - $145.97 $322K - $535K	3.66K $434M

Top Sells

Reduced Positions

62 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CDNS	-4.83K - 73.38%	$246.84 - $321.11 $1.19M - $1.55M	1.75K $475M
GWW	-1.07K - 68.15%	$896.19 - $1044.18 $961K - $1.12M	501 $520M
NVT	-8.11K - 73.33%	$60.72 - $81.19 $492K - $658K	2.95K $207M
V	-2.36K - 40.65%	$253.74 - $291.56 $599K - $688K	3.45K $947M
GOOGL	-1.87K - 38.1%	$148.65 - $191.18 $278K - $358K	3.04K $504M
GOOG	-575 - 3.68%	$149.54 - $192.66 $86K - $111K	15.1K $2.52B

Activity Summary All Purchases 41 New Holdings 18 Increased Positions 23 All Sells 62 Reductions 62 Sold out 0 Calls 0 Puts 0

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