Alpha Family Trust Purchases and Sells in Q4 2024

Alpha Family Trust

$175 Million
Q4 2024

Top Buys

Incresed Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	745 + 5.74%	$213.65 - $479.86 $159K - $357K	13.7K $5.54M
ZTS	2.18K + 200.0%	$162.24 - $194.42 $354K - $424K	3.27K $532K
INTU	345 + 38.12%	$602.01 - $706.25 $208K - $244K	1.25K $785K
ADBE	803 + 37.38%	$437.39 - $552.96 $351K - $444K	2.95K $1.31M
MNST	1.89K + 30.73%	$49.24 - $56.38 $93.1K - $107K	8.04K $422K
MDLZ	3.76K + 40.44%	$59.25 - $72.99 $222K - $274K	13K $778K

New Holdings

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BA	2.94K New	$138.14 - $180.72 $406K - $531K	2.94K $520K
KHC	12K New	$30.1 - $36.02 $360K - $431K	12K $367K
STZ	1.5K New	$219.66 - $257.62 $329K - $386K	1.5K $331K
ADM	6.36K New	$49.38 - $59.52 $314K - $378K	6.36K $321K
DXCM	3.56K New	$65.68 - $81.01 $233K - $288K	3.56K $276K
WBA	28.4K New	$8.24 - $11.07 $234K - $314K	28.4K $264K

Top Sells

Reduced Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BMY	-5.84K - 31.13%	$51.92 - $59.94 $303K - $350K	12.9K $730K
UNP	-285 - 15.16%	$223.15 - $249.32 $63.6K - $71.1K	1.6K $363K
SLB	-1.43K - 21.0%	$36.83 - $45.59 $52.7K - $65.2K	5.38K $206K
COP	-485 - 17.38%	$95.12 - $114.72 $46.1K - $55.6K	2.31K $228K
CHTR	-150 - 18.87%	$315.38 - $408.02 $47.3K - $61.2K	645 $221K
LINDE PLC CMN	-645 - 35.73%	N/A	1.16K $0

Activity Summary All Purchases 31 New Holdings 20 Increased Positions 11 All Sells 7 Reductions 7 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Alpha Family Trust, based on Form 13F filings with the SEC.

News

Stay updated on Alpha Family Trust with notifications on news.