Avondale Wealth Management Purchases and Sells in Q4 2024

Avondale Wealth Management

$150 Million
Q4 2024

Top Buys

Incresed Positions

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PLTR	340 + 2.19%	$36.46 - $82.38 $12.4K - $28K	15.8K $1.2M
DFAT	10.6K + 8.01%	$54.54 - $61.04 $579K - $648K	143K $7.97M
ITA	3.18K + 81.94%	$144.31 - $157.31 $458K - $499K	7.05K $1.02M
TSLA	11 + 0.4%	$213.65 - $479.86 $2.35K - $5.28K	2.78K $1.12M
AMZN	215 + 2.74%	$180.88 - $232.93 $38.9K - $50.1K	8.06K $1.77M
NVDA	175 + 0.87%	$117.0 - $148.88 $20.5K - $26.1K	20.4K $2.74M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FSTA	105K New	$49.28 - $52.29 $5.16M - $5.48M	105K $5.18M
ACHR	13K New	$2.94 - $11.33 $38.2K - $147K	13K $126K
WES	2K New	$35.7 - $40.71 $71.4K - $81.4K	2K $76K
META	70 New	$554.08 - $632.68 $38.8K - $44.3K	70 $41K
UNH	30 New	$485.52 - $625.25 $14.6K - $18.8K	30 $15K
GRAYSCALE BITCOIN MINI TRUST ETF	125 New	N/A	125 $0

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DUHP	-207K - 83.75%	$33.62 - $35.69 $6.95M - $7.38M	40.1K $1.36M
AMD	-4.33K - 36.97%	$118.88 - $172.8 $514K - $747K	7.38K $890K
IVV	-2.15K - 3.73%	$570.51 - $610.59 $1.23M - $1.31M	55.6K $32.7M
SOXX	-2K - 41.4%	$211.27 - $239.8 $422K - $479K	2.83K $608K
XLE	-4.13K - 12.9%	$83.32 - $97.27 $344K - $402K	27.9K $2.39M
IJH	-4.82K - 1.85%	$61.68 - $67.87 $297K - $327K	255K $15.9M

Activity Summary All Purchases 31 New Holdings 6 Increased Positions 25 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

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