Act Two Investors LLC Purchases and Sells in Q1 2024

Act Two Investors LLC

$494 Million
Q1 2024

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MSFT	473 + 0.31%	$367.75 - $429.37 $174K - $203K	151K $63.7M
AMZN	3.25K + 1.69%	$144.57 - $180.38 $469K - $585K	195K $35.2M
GOOG	2.54K + 0.83%	$132.56 - $154.84 $337K - $394K	309K $47M
V	1.93K + 1.96%	$257.98 - $290.37 $497K - $559K	100K $27.9M
TMUS	3.62K + 1.75%	$160.41 - $167.42 $580K - $605K	210K $34.3M
SCHW	2.08K + 0.79%	$61.89 - $72.38 $128K - $150K	266K $19.2M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AZN	303K New	$61.03 - $69.57 $18.5M - $21.1M	303K $20.6M
GPC	120K New	$136.15 - $157.38 $16.3M - $18.8M	120K $18.5M
SBUX	12.2K New	$90.12 - $97.3 $1.1M - $1.18M	12.2K $1.11M
NVDA	331 New	$475.69 - $950.02 $157K - $314K	331 $299K
XLP	3.23K New	$71.59 - $76.36 $231K - $246K	3.23K $246K

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-3.53K - 3.64%	$169.0 - $195.18 $597K - $689K	93.6K $16M
JNJ	-8.28K - 70.26%	$155.22 - $162.74 $1.29M - $1.35M	3.51K $554K
TMO	-940 - 12.29%	$528.82 - $599.43 $497K - $563K	6.71K $3.9M
XLF	-6.01K - 25.23%	$37.27 - $42.12 $224K - $253K	17.8K $750K
XLY	-626 - 31.38%	$170.9 - $185.02 $107K - $116K	1.37K $251K
XLC	-2.52K - 18.37%	$71.74 - $81.82 $181K - $206K	11.2K $915K

Activity Summary All Purchases 27 New Holdings 5 Increased Positions 22 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

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