Optimist Retirement Group LLC Purchases and Sells in Q2 2024

Optimist Retirement Group LLC

$190 Billion
Q2 2024

Top Buys

Incresed Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BHP	8.13K + 32.16%	$55.0 - $61.63 $447K - $501K	33.4K $1.91B
MSFT	673 + 13.55%	$389.33 - $452.85 $262K - $305K	5.64K $2.52B
ARLP	882 + 0.97%	$20.14 - $24.91 $17.8K - $22K	91.8K $2.24B
HPQ	2.02K + 3.21%	$27.62 - $38.36 $55.9K - $77.6K	65.1K $2.28B
PM	1.89K + 11.67%	$88.6 - $104.24 $168K - $197K	18.1K $1.84B
UL	2.43K + 6.8%	$46.47 - $56.38 $113K - $137K	38.1K $2.1B

New Holdings

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	21.6K New	$90.54 - $105.26 $1.95M - $2.27M	21.6K $2.2B
NVS	19.1K New	$92.57 - $107.37 $1.77M - $2.06M	19.1K $2.04B
APAM	10K New	$39.8 - $46.74 $399K - $469K	10K $414M
BBY	3.49K New	$69.63 - $93.63 $243K - $326K	3.49K $294M
WHR	2.55K New	$84.78 - $119.2 $216K - $304K	2.55K $261M
WEN	15K New	$16.4 - $20.14 $245K - $301K	15K $254M

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCAR	-194 - 0.05%	$102.94 - $123.1 $20K - $23.9K	378K $39B
SPYV	-449 - 0.2%	$47.37 - $50.09 $21.3K - $22.5K	223K $10.9B
IBM	-521 - 4.14%	$164.43 - $190.9 $85.7K - $99.5K	12.1K $2.08B
ABBV	-261 - 1.89%	$154.79 - $180.76 $40.4K - $47.2K	13.5K $2.32B
NTAP	-2.13K - 49.55%	$97.91 - $129.03 $208K - $275K	2.17K $279M
AVGO	-457 - 21.72%	$1204.71 - $1828.87 $551K - $836K	1.65K $2.65B

Activity Summary All Purchases 71 New Holdings 15 Increased Positions 56 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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