Bordeaux Wealth Advisors LLC Purchases and Sells in Q3 2024

Bordeaux Wealth Advisors LLC

$551 Million
Q3 2024

Top Buys

Incresed Positions

90 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	3.01K + 1.78%	$207.23 - $234.82 $623K - $706K	172K $40M
VEA	28.7K + 11.06%	$47.6 - $53.31 $1.37M - $1.53M	288K $15.2M
TSLA	1.97K + 7.05%	$191.76 - $263.26 $377K - $518K	29.9K $7.82M
NVDA	28.2K + 3.6%	$98.91 - $134.91 $2.79M - $3.81M	812K $98.6M
META	1.22K + 12.1%	$453.41 - $572.44 $552K - $697K	11.3K $6.46M
VFH	256 + 0.24%	$99.27 - $111.21 $25.4K - $28.5K	108K $11.9M

New Holdings

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHE	20.3K New	$25.45 - $29.53 $516K - $598K	20.3K $591K
BKNG	81 New	$3305.62 - $4268.05 $268K - $346K	81 $341K
SCHH	13K New	$19.78 - $23.53 $257K - $305K	13K $300K
ABT	2.6K New	$100.07 - $118.13 $260K - $307K	2.6K $296K
BAC	7.39K New	$36.65 - $44.13 $271K - $326K	7.39K $293K
RTX	2.39K New	$99.55 - $123.34 $238K - $294K	2.39K $289K

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOG	-420 - 0.18%	$149.54 - $192.66 $62.8K - $80.9K	237K $39.7M
BA	-2.73K - 2.64%	$152.04 - $190.6 $414K - $519K	100K $15.3M
QQQ	-3.46K - 32.65%	$434.77 - $502.96 $1.5M - $1.74M	7.14K $3.48M
CRM	-2.09K - 32.21%	$238.42 - $276.53 $499K - $579K	4.4K $1.21M
INTC	-3.58K - 18.8%	$18.9 - $34.87 $67.6K - $125K	15.4K $362K
IWF	-292 - 11.73%	$332.02 - $382.76 $96.9K - $112K	2.2K $824K

Activity Summary All Purchases 114 New Holdings 24 Increased Positions 90 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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